Michael is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He is a CFA Charterholder and works from our Portsmouth, NH office.
Michael has over 25 years of investment experience, serving as an Analyst, Portfolio Manager and Chief Investment Officer throughout his career. Most recently he was a Senior Lecturer in Finance and Co-Director of the Peter T. Paul Financial Policy Center at the University of New Hampshire. Prior to that, he was a Portfolio Manager at R.M. Davis Wealth Management, where he managed discretionary investment portfolios for individual and institutional clients. He was Chief Investment Officer at M & T Bank, then People’s United, and was a member of the Asset Allocation Committee. Michael began his career at Fidelity Investments, where he held several positions, including as an Analyst in the Portfolio Analysis and Reporting Group.
Michael has been involved with several non-profit organizations over the years, including the Board of Trustees at Strawbery Banke Museum, the Investment Committee at York Hospital, and has also graduated from Leadership Seacoast.