Mike manages and is responsible for the recruitment and development of the Investment Research team.
In addition, he is dedicated to our target date fund research initiatives, performing in‐depth analysis on all aspects of age and risk based portfolios and advice tools, including pre-packed versus custom portfolios, industry consensus asset allocation, glidepath construction, fee and expense assessment and custom benchmark development. He excels at analyzing manager style, strategy, and execution, evaluating a fund’s ability to generate desired investment returns and recommends managers to be included in client portfolios. Mike is a member of our Investment Committee and assists in developing the Firm’s economic and financial market outlook.
Mike is a CFA Charterholder and a member of CFA Society of Chicago. He graduated from Indiana University, Kelley School of Business with Honors and a B.S. in Finance and Accounting.
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