Mike is a vice president and financial consultant at Innovest Portfolio Solutions. In this role, he is a member of a team responsible for initiating relationships and serving ultra-high net-worth families and family offices by providing custom investment solutions, sophisticated portfolio reporting, wealth planning, and family office services.
Prior to joining Innovest, Mike was a senior wealth advisor at Bessemer Trust and business development manager at GE. He spent more than 10 years as a Navy SEAL, during which time he made numerous deployments to the Middle East, Asia, and Africa, conducting counterterrorism operations.
Mike earned an M.B.A. from Emory University with a concentration in Finance and a B.S. in Electrical and Computer Engineering from the University of Colorado. He is a CFP® professional, Certified Trust and Financial Advisor, and a CFA Level III candidate.