Mike oversees CAP STRAT’s investment research processes and leads the development of CAP STRAT’s economic and financial market outlook and capital market assumptions. Mike designs and oversees CAP STRAT’s asset allocation analysis, VFT framework, manager research, risk tolerance assessments, and investment strategies. Mike is passionate about building a deep understanding of economic and financial market trends and drivers. He excels at analyzing manager style, strategy, and execution, evaluating a fund’s ability to generate desired investment returns and recommending managers to be included in client portfolios.
Mike is a CFA Charter holder 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.