Focus Areas

Mike helps individuals and families identify and achieve their personal and generational goals through comprehensive and practical guidance. He proactively collaborates with his clients on a broad range of issues including investments, financial planning, trust and estate concerns, and evaluating the trade-offs involved in complex financial decisions. He also acts as a liaison coordinating efforts with both internal and external professionals such as tax, estate, or insurance experts on behalf of his clients.

Experience

Mike has worked directly with families and institutions in the wealth management industry for over 15 years. He began his career in New York by co-founding a wealth management firm, and after moving to Boston has worked in senior roles at a number of other local institutions including Eaton Vance, Boston Financial Management, and Emerson Investment Management. Mike also draws on a broad range of experience outside of investment management, having contributed to the launch of several businesses, and served in an advisory capacity for a number of local startups.

Community Involvement

Community Fund for Wellesley – Chair of Grants Committee

Personal

Mike lives in Wellesley with his wife and two young boys. He spends most of his free time with his family, including summer weekends on the Cape and ski trips in the winter, but he occasionally still finds time to embarrass himself on the golf course.