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
Michael Shade
President & Portfolio Manager
The de Burlo Group
United States, Massachusetts, West Newton
About Me
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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