3 days ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Senior Financial Advisor
Mike joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as vice president. For over 28 years, Mike has provided retirement plan consulting services for tax-exempt industries.
At CAPTRUST, his expertise covers healthcare, colleges and universities, cultural and religious organizations, and social service entities. Mike is a nationally recognized subject matter expert on nonprofit retirement plan fiduciary issues with a passion for best-in-class practices.
A frequent contributor to industry thought leadership, Mike also serves as the co-author of PLANSPONSOR’s Ask the Experts column for 403(b) plans and as an instructor for the CEBS program of the International Foundation of Employee Benefit Plans. He received a Bachelor of Science degree from Northwestern University and a Master of Science degree from Syracuse University.
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