Mike is a Private Wealth Portfolio Analyst with QTR Family Wealth. He works with the QTR team to build custom portfolios, cultivate investment ideas, and assists with successful strategy implementation for our clients. Mike works closely in the modeling of balance sheets and cash-flow which enables clients to plan more effectively for their goals. Prior to joining Bison, Mike served as first a Senior Financial Representative for retirements plans, and secondly with the Hunter Group as an Investment Analyst with Merrill.
Mike has a double bachelor degree in Finance and Business Management from the University of North Florida and is a Certified Investment Management Analyst CIMA®. Mike is a native of Tampa, FL and currently resides in Sanford, FL. In his free time, Mike enjoys recreational sports, cooking, spending time with family and friends, and working with Habitat for Humanity and local humane societies.