Michael is an integral member of the taxable bond team working closely with our fixed income portfolio managers and analysts to support the firm’s client service and business development efforts. He is also a member of the firm’s Investment Committee.

Most recently he was a Financial Advisor at The Bulfinch Group, where he provided comprehensive financial planning advice to a range of individuals, families and small- to mid-sized businesses. Prior to Bulfinch, he worked at Putnam Investments for 16 years in a variety of roles, most recently as a Fixed Income Portfolio Manager. He also held roles within Fixed Income at State Street Global Advisors and Lehman Brothers.

Michael holds a Bachelor of Science in Management Systems from Rensselaer Polytechnic Institute and is a CFA charterholder. He holds FINRA Series 7, 24, and 63 licenses and is a member of the CFA Institute and the CFA Society Boston.