Vice President - Investments
Mike is a veteran in the investment management industry with experience working with both institutional and high net worth clients. As a Certified Wealth Strategist®, he develops financial roadmaps and portfolios for clients and helps ensure that they are on track to accomplish their investment and personal goals. With his CWS® designation, he has the knowledge and skill sets needed to work with more complex client issues and assume the lead role when working with a client’s attorney, CPA and other wealth advisors.
Prior to joining WrapManager, Mike worked as a managing director at Harris, Bretall, Sullivan & Smith LLC (later acquired by Federated Investors). Most recently, he was with Genworth Financial Wealth Management where he implemented investment platform solutions for CPAs and independent investment advisory firms serving high net worth investors.
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My favorite time of the day is whenever I’m talking with clients. When I’m not talking with clients, I’m a perpetual student of the markets. My retirement dream includes staying right here in beautiful San Francisco.
And here’s something my co-workers may not know about me… my pet peeve is dirty dishes.
Some of my favorite fun things are attending 49er games (in fact, don’t ever ask me to do anything when the 49ers are playing), the Super Bowl, Town Hall Restaurant, Joe Montana, home, red wine. Guilty pleasure: going to the movies — a lot.