Portfolio Manager

Mike served as President and CFO of a local Mobile industrial company prior to joining the firm in 2007. He has a B.S. from Virginia Tech and an MBA from the Wharton School at the University of Pennsylvania. Mike is a CFA charterholder and member of the CFA Institute. He also holds the ChFC designation conferred by the American College of Financial Services. He received his CPA designation in 1989 and is a member of the AICPA. Mike is a graduate of Leadership Alabama and has immersed himself in leadership roles with the Mobile Area Chamber of Commerce, Mobile Area Education Foundation, Victory Health Partners and the Catholic Foundation of the Archdiocese of Mobile.