Mike is the team’s primary investment strategist. He plans and constructs proprietary client portfolios, using data and analysis to help clients pursue a successful retirement. With his experience working with executives and senior employees of companies, he also helps clients diversify their concentrated equity positions. Mike has been a financial advisor and consultant since 1995, having been at UBS Financial Services and Morgan Stanley before joining Raymond James. He is a Certified Investment Management AnalystSM (CIMA®), a designation that teaches knowledge in portfolio performance, risk, traditional and alternative investments, and portfolio theory. As a national merit scholar, he earned a degree in mechanical engineering from the University of Houston’s Honors College, where he graduated cum laude.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.