Previously, Mike served as an Investment Strategist at SunTrust Private Wealth Management in Century City, CA. Prior to SunTrust, Mike served as a Portfolio Strategist at LourdMurray, a Registered Investment Advisor based in Beverly Hills, CA.
Mike is a Chartered Financial Analyst (CFA) and CAIA (Chartered Alternative Investment Analyst) charterholder. Mike holds an M.B.A. from the New York University Stern School of Business and a B.S. in Electrical Engineering from the University of California, Berkeley.