Mr. Genovese is a private client advisor in our Portland, Maine office. Working closely with our investment advisors, Mike helps clients navigate their complex financial lives. Mike utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Genovese has worked in the profession since 2009.
Prior to joining the firm, Mr. Genovese managed a branch for TD Ameritrade where he not only led a team of financial professionals, but also worked directly with 250 clients to help them achieve their financial goals. With a focus on planning, he facilitated meeting his client’s financial needs through a variety of solutions tailored to their unique circumstances. This often included developing financial plans, recommending asset allocations, analyzing risk, and leading clients to managed solutions for their investment portfolios. Prior to this he worked for Wells Fargo as a Private Banker and Edward Jones as a Financial Advisor.
Mr. Genovese lives in Gorham, Maine with his wife and two children. He enjoys spending time outside exploring all the state parks and beaches that Maine has to offer. Mike also enjoys playing basketball, and in his spare time, volunteers as a basketball and soccer coach for the Gorham recreation department.
Joined F.L.Putnam in 2021