Mike serves as our chief investment strategist, overseeing our discretionary investment management models. He has extensive experience in product research, investment allocation, tactical strategies and a unique quality for attention to detail. Working closely with our Investment Committee, his responsibilities include equity, ETF and fixed income research, allocation design and implementation, and model trading and rebalancing. Mike also applies his extensive investment knowledge and education to his client-centered approach to family portfolio planning and management, tapping into a long-standing track record of exemplary client service standards.

Personally, Mike and his wife, Beth, live in Dallas with their teen daughter while their son- a recent college graduate- lives in Boston. Mike is a competitive sailboat racer and an accomplished endurance athlete, having completed marathons inclusive of the 2013-2015 Boston Marathons as well as five Hotter ’N Hell 100-mile bike rides.

He is also active in his community, serving as a board member for Dickinson Place, an affordable housing facility for the elderly. He is also a board member and on the finance committee for C.C. Young, a full-scale premier senior living facility. Mike and his family are members of Highland Park United Methodist Church.

Mike’s favorite things to enjoy in Dallas

• Getting outside early in the morning for a long run
• Sailing at White Rock Lake