Based in Portland, Maine, Mike brings over 30 years of investment management experience to Bangor Wealth Management, where he has been a key team member since 2013. As a wealth advisor, Mike specializes in portfolio management and strategic financial planning, leveraging his extensive expertise to provide tailored solutions for individuals, families, and nonprofit organizations.
Before joining Bangor Savings Bank, Mike spent 15 years as a Senior Portfolio Manager with Key Private Bank, honing his skills in investment strategy and asset management. He holds a Bachelor of Science degree from Boston University and an MBA from Northeastern University and has earned multiple professional designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Investment Management Analyst (CIMA), and Certified Trust and Financial Advisor (CTFA).
Active in his community, Mike serves on the board and finance committees of Sweetser and the investment committee of Maine Audubon. A resident of Falmouth, Maine, Mike enjoys contributing his expertise to organizations that align with his values. With his deep knowledge and commitment to client success, Mike offers comprehensive wealth management strategies designed to meet both current and long-term financial goals.
Certifications/Accreditations
Chartered Alternative Investment Analyst (CAIA)
Chartered Investment Management Analyst (CIMA)
Certified Trust and Financial Advisor (CTFA)
States Serviced
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.