Mike is the Chief Investment Officer and a Senior Advisor at Financial Coach. With over 25 years of industry experience, Mike has worked at major financial institutions such as The Vanguard Group, Blackrock, the National Stock Exchange, JPMorgan, and Susquehanna International Group. His perspective has been shaped by serving in a variety of leadership roles at these diverse firms.
“In the investment world there is far too much marketing, misinformation, and hidden conflicts of interest,” he says. “Most of the time simplicity and transparency are what works best for investors, and being in a position to deliver truth and common sense is what makes me excited to work with our clients. It’s gratifying for me to know the people we work with are better off for having us in their lives.”
Mike is a graduate of Boston College, earned his MBA at Villanova University, and is a CFA® charterholder. He resides in Downingtown with his wife and three children.