Mike is a Partner and Portfolio Manager joining The Boston Family Office in 2020.

Previously, Mike was a wealth manager with Steward Partners Global Advisory where he worked closely with high-net-worth individuals to create financial plans and develop diversified investment portfolios. Prior to that, Mike was a Portfolio Manager and Equity Analyst at Boston Advisors where he conducted sector, industry, and individual stock research with oversight of more than $1B of AUM on behalf of insurance companies, endowments, foundations, and high-net-worth individuals. Mike began his career at Brown Brothers Harriman.

Mike earned a BA in 2008 from Wesleyan University where he was a co-captain of the varsity ice hockey team. He also holds an MS in Investment Management from Boston University. Mike is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™ professional. His professional memberships include CFA Institute, CFA Society Boston, and the Boston Estate Planning Council (BEPC).

Mike and his wife, Sunny, live in Dorchester with their three children. When not in the office, Mike enjoys spending time with family and friends, staying active and coaching his kids. He is a board member for the Mals Pals Foundation which helps raise awareness for rare genetic conditions, specifically Rubenstein-Taybi Syndrome (RTS), while encouraging inclusion in local communities.

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