As a Wealth Advisor for Veracity Capital, Mike’s primary role is to provide customized investment solutions and comprehensive financial plans to his clients. As a partner, Mike acts in a leadership capacity on the firm’s Investment Committee, to help guide firm investment policies and strategies. As a fiduciary and holder of the Certified Financial Planner (CFP®) designation, he believes that transparency and trust are key to a successful partnership between clients and advisors.
Prior to Veracity Capital, Mike was a Vice President at AYCO, a Goldman Sachs Company. He was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust & estate guidance, and general income tax issues. Before that, Mike worked for AYCO’s fixed income group with responsibilities including, portfolio analysis, marketing, and operations with a focus on the municipal bond market.
Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose.