Mike has spent the past three years at Merrill Lynch’s Private Bank and Investment Group as an Analyst co-managing over $1.5 billion in assets for high net worth individuals, families, and foundations. Mike brings his 17 years of diversified financial experience to Poseidon, where he focused not only on the investment management, but on building the structure and systems that allow investment teams to succeed, thus maximizing the client experience. He believes that investors are truly our partners, an extension of our team, and it’s this consideration that mutually benefits all parties involved.
Prior to Merrill, he was an Assistant Vice President at Barclays co-managing over $1 billion in assets. Before Barclays, Mike worked at Thomas Weisel Partners. He was also a founding member of a family office where he served as a Bond Analyst and Assistant Portfolio Manager.
Mike graduated from Miami University (Ohio) with a B.S. in Business Administration in 2000 and holds a Series 7 and 66 license with the Financial Industry Regulatory Authority (FINRA).