Lead Portfolio Manager
Michael is on the executive management staff of Westminster Financial Advisory, is a member of the firm's Investment Policy Committee, and is a Lead Portfolio Manager. Michael is a graduate of Miami University with a degree in Finance and a minor in Information Technology. He worked in consulting with a significant consulting firm for over a decade before finding his way back to the financial services industry. He specializes in asset allocation, portfolio management and option strategies. Michael co-hosts the firm's weekly investment strategy call and directs many of the initiatives occurring throughout the investment advisor. Michael holds his Series 4, 7, 24, 53, 63 and 65 as well as his insurance license. In his free time, he enjoys spending time with his kids, running and watching sports.
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