3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Michael joined CAPTRUST from Boston Advisors in 2019. He serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Michael was a portfolio manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors.
He earned his Associates degree in liberal arts from Middlesex Community College, a Bachelor of Arts degree in economics from the University of Massachusetts, Boston, and his Master of Science degree in finance from the Sawyer School of Management at Suffolk University.
Michael holds the Chartered Financial Analyst (CFA) designation and is an adjunct professor teaching investment classes at Endicott College and Bunker Hill Community College.