Mike joined Bangor Wealth Management in 2020, bringing over 25 years of investment management expertise to Concord, New Hampshire. Throughout his career, he has held pivotal roles at Fidelity, John Hancock, and Mercer, where he was responsible for investment research, strategy development, and managing multi-billion-dollar portfolios for high-net-worth individuals, families, and institutional clients worldwide.
Mike earned a Bachelor of Science in Business Management from Keene State College and an MBA from Boston College. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), and an active member of the CFA Society of Maine.
With his extensive background in portfolio management and investment strategy, Mike offers clients tailored financial planning and asset management solutions designed to meet their unique goals. His comprehensive approach ensures clients receive the guidance and expertise needed to achieve long-term financial success.
Certifications/Accreditations
Chartered Alternative Investment Analyst (CAIA)
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.