As a portfolio consultant, Michael specializes in portfolio construction, asset allocation, investment analysis and manager research. His previous roles included an investment analyst with a high-net-worth investor team at a Raymond James branch office and a portfolio analyst at U.S. Trust Bank of America Private Wealth Management. Michael has 23 years of industry experience – 18 of which focused on investment, portfolio and manager research –10 years of which he worked directly with clients in the field. Michael is a graduate from the University of Florida with a bachelor’s degree in business administration and a minor in economics. Born into a military family, Mike lived on three coasts in six different states by the time he was 13.