Mike has more than 26 years of experience offering advice and guidance on a broad range of wealth management issues to a select number of high-net-worth families and individuals. His focus is on designing integrated wealth management strategies to help clients pursue their short- and long-term investment and wealth management planning objectives through a variety of market environments. Mike has particular experience in offering guidance on the personal and financial impact that liquidity events can have on the lives of entrepreneurs and business owners. He was named to Barron’s "Top 1,200 Financial Advisors" for the 13th consecutive year in 2021.
1Mike joined Merrill in 2002 after eight years as an Executive Director in Morgan Stanley’s Private Wealth Management office in Chicago. Earlier in his career, he worked in the real estate development division of JMB Realty Corporation. Mike is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage strategies on a discretionary basis.
A graduate of Southern Methodist University with a bachelor’s degree in business administration, Mike earned an MBA degree in finance at Northwestern University. Mike and his wife, Alison, live in Scottsdale, Arizona. They have two daughters and two sons. In his leisure time, Mike enjoys golf, tennis, hiking and traveling.
1Source: The Barron's "Top 1,200 Financial Advisors" list, March 12, 2021. For more information about the selection criteria, go to
https://www.ml.com/articles/awards-recognition.html . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
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