Mike advises the firm on core issues of strategy, retail and institutional distribution, product development, and the use of digital tools within the areas of distribution and investments.
Mike was previously a Partner with Oliver Wyman’s Wealth and Asset Management and Digital practices unit, and before that, a co-founder and Portfolio Manager at North Peak Asset Management, where he was lead PM for the firm’s multi-asset class, multi-manager inflation hedging mutual fund. Prior to that Mike was a Vice President at Wellington Management Company, LLP where he helped start and then co-led the firm’s Defined Contribution business.
Before joining Wellington, Mike was a Senior Vice President at Fidelity Investments, where he helped start then led Fidelity’s Hedge Fund business and was responsible for the design, development, and launch of Fidelity’s Long/Short strategies, including Market Neutral and 130/30. Prior to joining Fidelity Investments, he was a co-founder of Absolute Investment Advisers (AIA), which at its peak managed over $4.5b in a family of Absolute Return investment strategies. Mike was responsible for firm management and led marketing and distribution efforts in the RIA, independent B/D and Institutional channels.
Mike earned a Master in Business Administration degree from the University of Michigan.