Mike works closely with select equity investment teams to support the firm’s client service and business development efforts. He also provides perspective in communicating and positioning investment strategies with clients, prospects, and consultants. Prior to joining the firm, Mike spent 10 years at Evercore Asset Management as a senior equity research analyst, focusing on small- and mid-cap core investment portfolios for institutional clients. Previously, he worked for Gray Capital Management as a fixed-income analyst and assistant portfolio manager. Mike holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

Education: B.A., Economics, Bates College; M.S., Finance, Boston College

Joined the company: 2014

Began career: 1991