Bio
Mike oversees the firm’s investment research and portfolio management and co-heads the CAP STRAT Investment Committee. He also designs and oversees the firm’s asset allocation analysis, tactical investment framework, risk tolerance assessments, investment strategies, and economic consulting. Mike is passionate about building a deep understanding of economic and financial market trends and drivers.
Mike manages the firm’s Institutional MAS services, working directly with clients on the oversight of their endowments, foundations, reserves, and operating accounts. He led the development of CAP STRAT’s investment framework, which informs all strategic and tactical allocations within Private Wealth and institutional portfolios. He has diverse experiences meeting with institutional clients and leading conversations to help clients and their boards effectively manage and oversee various pools of assets.
Mike is a CFA Charterholder and a member of the CFA Society of Chicago. He graduated from Indiana University, Kelley School of Business with Honors and a B.S. in Finance and Accounting.
