Michael serves as an investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the PMC investment research team and offers investment guidance to advisors that can help them determine the appropriate portfolio strategies for their clients.
Prior to joining the firm in 2007, Michael worked at Haverford Financial Services beginning in 2005, where his responsibilities included portfolio management, client relationship management, wholesaling to financial intermediaries and equity and fixed income trading. Michael began his career in the financial services industry as a financial advisor for UBS Financial Services.
Michael has a B.S. in Biology with a minor in Economics from Bowdoin College. He holds the Series 7 and 65 securities licenses and is a Chartered Financial Analyst.
