Mike’s varied and diverse duties as a Senior Director on the Portfolio Advisory team include investment research and portfolio analytics as well as advising a select set of the firm’s clients on portfolio management. Leveraging his experience as both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™, he can identify investment opportunities as well as the appropriateness for a given family and entity. Mike received a B.S. in management and business from Skidmore College, graduating cum laude with a minor in economics. He is a member of the CFA® Institute and the Boston Security Analysts Society (BSAS) and is a CERTIFIED FINANCIAL PLANNER™. He has also passed the Series 65 and is an