Senior Portfolio Manager

Mike is our Senior Portfolio Manager and works to align client investment portfolios with their financial goals. He contributes to Financial Insights’ investment research and analysis that shapes the firm’s investment philosophy and implementation processes.

Mike was born and raised in Chicago Illinois and moved to Tacoma 30 years ago to pursue a career as an Actuary.  While working on his MBA degree from Pacific Lutheran University, he moved into the investment management field at Russell Investments where he worked for 20 years in a variety of investment management roles.  After retiring in mid-2022, he realized he missed the working world and returned to work at Financial Insights.  Mike has two adult daughters, a cat named Stumpy, and resides in Tacoma.

Education:

  • BS in Mathematics and minor in Physics from the University of Illinois-Chicago
  • MBA from Pacific Lutheran University
  • Chartered Financial Analyst (CFA)

When not working:

  • Checking out new restaurants with his daughters
  • Cooking
  • Hiking
  • Watching science fiction movies