Mike has more than 15 years of experience in the financial and investment advisory industry. He began his career in 2006 with J.P. Morgan Private Bank, where he developed the conviction for high-touch relationship management. This approach remains today regardless of net worth.
Mike’s advisory and investment management career launched in 2014 when his passion for people and investing collided. His career has landed on a few stops along the way but has thankfully landed with the PWP family.
As the Investment Specialist for the team, Mike is charged with helping ensure the team is consistently providing clients with quality investment advice and service. He takes pride in getting to know our client’s financial history, as well as their long-term financial goals, to support the team in providing recommendations in the best interest of the client.
Mike graduated from West Chester University with a B.S. in Finance. He is married to his bride of 25 years and together they have three daughters and two dogs. Outside of the office, Mike and his family love spending time “down the shore” every summer. He is an avid sports fan, especially college sports.