Mike has over 14 years of experience in Private Wealth Management. He launched his career at Goldman Sachs where he worked with the institutional sales desk before joining Private Wealth Management. He joined UBS Private Wealth Management in 2003.
As Senior Portfolio Manager at UBS, Mike focuses on providing high net worth individuals and families with solutions to all their complex financial needs. He is a recognized professional in municipal bonds, tax planning, and estate planning and currently serves on the Private Wealth Management Banking Committee advising the firm on lending issues involving the firm's wealthiest clients.
Mike earned an M.B.A. from UCLA Anderson where he subsequently was on the Alumni Executive board and served as chairman of the Alumni Development Committee. He attended San Diego State University, where he earned a B.S. in business administration with distinction in finance. Mike holds series 3, 4, 7, 9, 10, 24, 63 and 65 securities licenses as well as a life insurance license.
Mike is a distinguished member of the UBS Chairman's council, which represents the top 3% of advisors in the firm. He resides in Sherman Oaks with his wife, Hillary, and two daughters. Mike serves on the Executive Board of weSPARK Cancer Support Center and enjoys competing in triathlons.
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