As a Senior Portfolio Manager, Mike focuses on high net worth and ultra high net worth individuals, families and private foundations.  During his 30+ years career at UBS and other financial services organizations, he has gained knowledge of the most sophisticated wealth management techniques and worked exclusively with a select group of clients to provide private planning, trust and estate planning, philanthropic services, concentrated stock management and tax minimization strategies.

In recognition of this expertise, Mike was ranked as a "Top Advisor" in Florida by Barron's in 2009 and a "Top Advisor" in South Carolina by Forbes in 2019.  Mike is recognized as someone who has knowledge and perspective on investments, as Publications such as The Wall Street Journal, The Palm Beach Post, The Sun Sentinel and Palm Beach Illustrated Magazine, as well as a variety of radio and television programs have asked him to provide insight and expertise on the markets.  In addition, he co-hosted a television program entitled "Wealth and Wisdom" focused on educating the community for 11 years, which aired in South Florida on WXEL (PBS).  Before joining UBS, Mike was a Managing Director at JPMorgan, where he held management positions as Regional Investment Executive for Michigan and Florida and Market Director for Florida and Georgia for Private Wealth Management.

Mike graduated cum laude from Palm Beach Atlantic University in 1990 with a B.S. in Business Administration with a concentration in Finance. He is a current Trustee of Palm Beach Atlantic University, a Director of the Albert E. and Birdie W. Einstein Fund, former Trustee for the Governor's School of the Arts Foundation Board, former board member for Impact Sports International and a graduate of Leadership Greenville Class 38.

Mike moved to Greenville, SC in 2009 with his wife, Stacey, and daughter, Brooke.

• Ranked in Top 15 Advisors in the State of Florida by Barron's Magazine in 2009

• Palm Beach Atlantic College BSBA - cum laude
• University of Miami
• FBA - Florida Trust School 3 year program

• Series 7, General Securities Representative
• Series 9, General Securities Sales Supervisor
• Series 24, General Securities Principal
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Health, and Variable Annuities

• Trustee Palm Beach Atlantic University
• Director Albert E. and Birdie W. Einstein Fund, Inc.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA