2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal,
Financial Advisor
Mike joined CAPTRUST in 2015 as a principal, financial advisor. He is charged with leading the Strategic Advisor Group and is responsible for working with many industry leading companies, their owners, executive teams, families with substantial wealth, family offices, high-net-worth individuals, endowments, and foundations.
Prior to joining CAPTRUST, Mike was the founder and managing partner of MFP Strategies. Mike is active as a community leader serving on the board of directors of King’s College, the Advisory Council for the McGowan School of Business, and the American Bank Board of Directors where he serves as chairman of the Asset Liability, Audit Committee, Technology Committee, Nominating Committee, Loan Committee, and Compensation Committee.
At Northampton Community College, he recently served as Chairman of the Foundation Board (approximately $75 million of assets) and is a member of the Board. He is also Co-Chairman of the Lehigh Valley Food and Wine Festival, which benefits the Northampton Community College Foundation and has funded several thousand scholarships for students.
Mike is part of the United Way Campaign Cabinet and Tocqueville Society Cabinet. He was also formerly Co-Chairman of the Tocqueville Society of the Greater Lehigh Valley United Way. Mike is a current member of the Board of Directors of Valley Youth House and serves as chairman of the Compensation Committee. He is also a former board member of M Funds Investment Advisory Group, a mutual fund company based in Portland, Oregon.
Mike graduated in 1984 from King’s College with a double major in economics and psychology and completed graduate work in taxation at the McGowan School of Business. Mike also serves on the Technology Council for CAPTRUST.
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