As Director of Research and chair of the Investment Committee, Mike is responsible for monitoring and analyzing macro and microeconomic data, secular industry trends, and identifying appropriate investments for client portfolios. Mike is passionate about global capital markets, having lived and worked in London, New York, and Tokyo.
Prior to FBB Capital Partners, Mike spent nearly nine years as a buy-side research analyst with Legg Mason Investment Counsel primarily focusing on recommending stocks in the healthcare industry and managing a model healthcare portfolio. Prior to Legg Mason, Mike was a Vice President and equity research analyst with Bear Stearns, where he followed the medical device industry.
Over the years, Mike’s financial insights and analysis have been featured in appearances on CNBC, Fox Business Network, NPR, and Bloomberg Radio, as well as in the Wall Street Journal, CNN.com, Forbes, Kiplinger, Barron’s, and The Washington Post. Mike is also the author of Stop. Think. Invest. (McGraw Hill, 2022), which applies behavioral finance themes to the investment process.
Mike earned a Bachelor of Arts in International Studies from Emory University and a Master of Arts in International Economics and an MBA from Johns Hopkins University. Mike is a CFA® charterholder and a member of the CFA Society of Washington, D.C.
Mike and his wife Maria have six children and reside in Potomac, Maryland.