Mike has worked in the private wealth management industry for over 6 years under the leadership of Tom & Dan in various capacities. Currently as the team’s Investment Strategist, he oversees the investment platform including, but not limited to; market research and analysis, investment portfolio design, and trading and execution across various asset classes. His responsibilities also include providing customized portfolio reporting solutions, on client assets, both internal and external. He additionally contributes regular market commentary on behalf of Clapboard Hill Private Wealth. Mike is currently a CFA level III candidate.
Mike has a Bachelor’s degree of Science in Finance from Fairfield University’s Dolan School of Business. Outside of the office, Mike resides in New York where he is charitably inclined as an active member of the community, and is an avid NY sports fan and golf lover.