Mike is a Managing Director, Wealth Advisor at Cresset’s West Palm Beach office. As a Chartered Financial Analyst charterholder, Mike has demonstrated a deep understanding of investment management, financial analysis, and portfolio strategy throughout his career. He brings nearly two decades of experience in the financial industry, marked by tenures at institutions including Bank of America, J.P. Morgan, and Citigroup.
Prior to Cresset, Mike served as a senior portfolio manager with U.S. Trust/Bank of America Private Bank, where he managed more than $2.4 billion of client assets. His strategic insights and tactical investment ideas have helped clients meet and exceed their investment goals and objectives.
A proud alumnus of the University of Florida, Mike earned a Bachelor of Science in finance. He serves on the board of directors for HomeSafe, a nonprofit organization dedicated to providing housing and support services to children and families in need. Additionally, he lends his support to Southeast Florida Honor Flight, a volunteer-driven initiative that honors veterans by facilitating trips to their memorials in Washington, D.C. Mike resides in Jupiter, Florida, with his wife and two sons.