Bio
Mike leads the firm’s financial initiatives, including budgeting, planning, and internal and external reporting. He also oversees day-to-day administrative functions, including human resources, technology, data, and supports operations and compliance functions.
As Co-Head of the Investment Committee, Mike is also involved in guiding the firm’s investment outlook and allocating client portfolios. Mike previously managed the firm’s pension advisory services, working directly with clients on the oversight of their defined benefit plans. He led the development of CAP STRAT’s customized liability monitoring reports. Mike continues to lead pension termination project and manage pension annuity purchases. He has significant experience meeting with institutional clients and leading conversations to help clients and their boards manage risks associated with pensions and the firm’s balance sheet.
Mike majored in Economics and Business Strategy at Washington University, Olin Business School in St. Louis, Missouri and graduated in three years earning a B.S. in business administration. Mike is a CFA Charterholder.
