As the first operations hire in our firm’s history, Mike is our most experienced and longest tenured operations professional. In addition to his client service responsibilities, Mike draws on his deep understanding of portfolio accounting principles, the history of our firm systems, and his institutional memory of our policies and procedures when training and developing our Portfolio Administrators.

Mike earned a bachelor’s degree in Business Administration from Penn State University. He resides in Hampton with his wife Janie and his children, Jason and Cassie. Mike enjoys golfing, going to Penguin games, and playing and coaching baseball.