As Chief Financial Officer of Veracity Capital, Mike is responsible for all the company’s financial functions and helping guide the direction of the firm. He assists in developing, communicating, executing, and sustaining strategic initiatives as well as interpreting the overall goals of the company and creating an actionable plan.
Mike has been in the Wealth Management industry for more than a dozen years. He has a natural talent for thorough analysis and understanding of clients’ needs for maintaining their lifestyle and protecting their legacy. As part of the executive management team, Mike brings his leadership skills to all aspects of Veracity Capital and implements strategic planning to build the company and grow the business.
Prior to Veracity Capital, Mike was a Vice President and Wealth Advisor at AYCO, a Goldman Sachs Company. In this role, Mike was responsible for meeting the needs of its institutional and private clients and achieving their financial goals. Mike joined the firm in 2007 as an Analyst in the Financial Counseling division where he advised Corporate Executives. Before joining AYCO, Mike worked in London for State Street Global Services.
Mike earned his Bachelor of Science from California State University, Northridge, and his MBA (Hons.) from Chapman University.