Before joining the Catamount Advisors team in 2024, Mike had been advising and managing institutional capital and client relationships for over twenty years. He has always had a passion for financial markets and a collaborative client service approach as he delivered investment solutions to a diverse global client base.
Mike ran institutional equity distribution at Lehman Brothers and Barclays for seventeen years before a client, Manulife Investment Management (MIM), hired him in 2017. At MIM, he and a team of nine others collectively managed ~$25B in equity portfolios for a global client base that included sovereign wealth, corporate, family office and wire-house platform clients. As he transitions to Catamount, Mike is excited to bring his investment acumen and the full resources of both Catamount and Raymond James to a new client base of individuals, families, and business owners alike.
Mike received his bachelor’s degree from Dartmouth College and his MBA from Northwestern’s Kellogg Graduate School of Management. Mike and his wife Kathy moved to Wellesley, MA in 2001 where they have raised and educated their four children, T.J., Aidan, Ella, and Griffin. Mike and Kathy love to travel, entertain, and spend a lot of time skiing in Stowe, VT with family and friends. When not following markets and investing time with clients, Mike is an avid golfer, enjoys downhill and back-country skiing, and does all his own yard work.