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Michael Shade

President & Portfolio Manager

The de Burlo Group

United States, Massachusetts, West Newton

About Me

Michael joined The de Burlo Group in 2011 as a Senior Portfolio Manager with the equity investment team. He serves on the firm’s management team as President and serves as a board member. Mike is a member of the firm’s portfolio management team, focusing on equities, and he manages equity research activities. He has twenty-four years of experience working as a portfolio manager at a number of Boston-based firms, such as Loomis Sayles and Columbia Asset Management, where he managed approximately $700 million of assets for foundations, endowments, faith-based organizations, corporate retirement systems, and individuals. Working as a CPA, Mike conducted audits for companies and assisted indi

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Profile Information

President & Portfolio Manager

The de Burlo Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

West Newton

Massachusetts

United States

Oct 2, 2024

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