Background
Mike is an Investment Manager with Truist Wealth and has been in the financial services industry for over 30 years. He focuses on constructing and managing customized investment portfolios for individuals, families, trusts, and private foundations. Prior to joining Truist, he worked at Wells Fargo Private Bank for 11 years as a Portfolio Manager in the Mid-Atlantic region. He was also a member of the equity research team covering the consumer staples sector.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Personal Interests
Mike earned his Bachelor of Science in Business Administration from East Carolina University and his Master of Business Administration from St. Joseph’s University. He is also a CFA® charterholder. He serves on the board of CFA Society Baltimore, the Coastal Conservation Association – Maryland, and has previously served on the board of The Family Tree of Maryland.