Mike joined Professional Planning Group in 2020. As our Chief Investment Officer, Mike is responsible for managing our investment strategies, developing our macroeconomic outlook and communicating with clients about how to meet their financial goals. Mike is a member of the Executive, Investment and Compliance Committees.
Prior to joining Professional Planning Group, Mike was at Natixis most recently as Vice President and Portfolio Consultant and prior to that role as Senior Analyst. He helped clients build and maintain asset allocation models as well as studied portfolio trends and performed mutual fund due diligence. Mike has over 17 years of industry experience and spent the first nine years of his career as an Investment Analyst for Institutional Money Manager GMO.
Mike holds a Bachelor of Arts in Economics from Brandeis University as well as a Master of Business Administration (MBA) and a Masters Degree in Finance from Boston College. He holds the Series 7 and 63 FINRA licenses.
Mike lives in Wakefield, RI with his wife Jessica and his twin daughters Audrey and Lily.
In his free time, he enjoys running, triathlons and brewing his own beer.