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 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.
