Michael is a Senior Research Manager at the firm. He works closely with the Director of Research to manage the investment research team where he oversees the day-to-day activities of the research analysts. Michael is solely responsible for the investment outlook and manager due diligence within fixed income and other yield oriented strategies while maintaining some research responsibilities within private equity. Michael also manages the investment responsibilities related to certain client relationships.
Prior to joining the firm in 2007, Michael worked as a Senior Analyst at Athena Capital Advisors focused primarily on portfolio strategy for high net worth individuals. Michael began his career with Hawthorn, A PNC Advisors Company (now known as Veritable, LP). There, he was a Portfolio Manager for high net worth individuals and foundations. For a portion of time Michael was with Hawthorn, he was responsible for trading equity and fixed income securities.
Michael received his Masters in Finance from The George Washington University and his Bachelors in Accountancy from Villanova University. He earned the right to use the Chartered Financial Analyst (CFA) designation in 2003 and is a member of the CFA Institute and Boston Security Analysts Society.
Michael enjoys traveling and spending time with his family. He resides in the Boston area with his wife and three children.