Throughout his career, Mike has advised a broad range of clients including defined benefit plans, defined contribution plans, and public funds. As the Director of Research, he focuses on plan construction, asset-liability modeling, and product due diligence. Mike has held senior investment positions with firms including Yanni Partners, Fidelity Investments, and the Integra Brokerage Services Company.

Industry Experience: 30 years

Professional Interests: Liability-driven investing, performance attribution, portfolio optimization, and product analysis.

Professional Certifications and Associations:

• Accredited Investment Fiduciary (AIF^®)

Education

• BS in Finance from the Indiana University of Pennsylvania
• Former U.S. Army Reserve Member – Executive Officer for a psychological operations Company