As a Managing Director and Portfolio Manager, Mike is responsible for managing the portfolios of individual, family, and institutional clients as well as growing new client relationships.
Mike joined Boston Financial Management in 2016 from Emerson Investment Management and has over 10 years of experience in wealth management. He has worked for several boutique advisory firms, performing a variety of duties, including the management of client relationships, research and portfolio allocation.
Mike received his Bachelor’s degree from Columbia University and is a Certified Wealth Strategist®.
Industry Accreditation & Affiliations
Boston Estate Planning Council
Haggle, Inc. – Board Member
Adhark – Advisory Board
Financial Planning Association
Charitable & Community Involvement
Community Board for The Fund for Wellesley