Mike has been actively involved in the financial services industry for over 25 years and has gained valuable experience during this time to understand investment risk and how this impacts clients.
Mike joined FB Investment Services in 2023 and is focused on investment manager research and due diligence. His approach leverages experience working with both institutional and high net worth clients during his career with the goal of finding the optimal balance of risk and return for each client.
Mike’s prior experience includes working for asset managers in Los Angeles, New York, San Francisco, and London, as well as having a deep understanding of Exchange Traded Funds from his experience at one of the largest ETF managers in the US.
He has been active in the Bay Area community having previously served on a Bay Area foundation supporting Financial Literacy and on the CFA San Francisco Board of Directors.
Mike holds dual Bachelor of Science degrees in Accountancy and Business Administration from The University of Southern California, as well as a Masters in Business Administration from The Marshall School of Business at The University of Southern California. He holds the Chartered Financial Analyst® (CFA®) designation, a globally recognized, graduate level investment credential that is issued by the CFA Institute. Mike has also completed the difficult academic process to obtain the prestigious Chartered Financial Planning (CFP)Desgination Mike is FINRA Series 7 and 63 registered through LPL Financial.
Mike, his wife and twin children (son & daughter) live in the East Bay. Mike enjoys volunteering, particularly at his kids’ high schools, De La Salle and Carondelet. Away from business, he enjoys golfing, reading about financial history, playing guitar, and spending time with this family.
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