Experience

Claro Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Private Wealth Manager & Alternative Investments Director

  • Jan 2023 - 1 year

  Boston, Massachusetts, United States As a Private Wealth Advisor Mike strives to provide his clients with a “high touch” level of service while helping his clients build customized wealth management solutions within the context of each client’s goals, objectives, and risk tolerance. From Financial Planning and Estate Planning, to Asset Allocation and Portfolio Construction, Mike’s clients benefit from his extensive industry experience as well as his deep knowledge of Stocks, Bonds, Mutual Funds, ETF’s and other financial… Show more As a Private Wealth Advisor Mike strives to provide his clients with a “high touch” level of service while helping his clients build customized wealth management solutions within the context of each client’s goals, objectives, and risk tolerance. From Financial Planning and Estate Planning, to Asset Allocation and Portfolio Construction, Mike’s clients benefit from his extensive industry experience as well as his deep knowledge of Stocks, Bonds, Mutual Funds, ETF’s and other financial instruments. As an Alternative Investment Director Mike works with High-Net-Worth Individuals and Family Offices in helping them gain exposure within their investment portfolios by providing access to premier managers within the Alternative Investment Universe. Areas of expertise include Private Equity, Private Credit, Private Real Estate, and Single Manager Hedge Funds. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Alternative Investment Director & Financial Advisor

  • Apr 2014 - Aug 2022

  Boston, Massachusetts As an Alternative Investment Director at Morgan Stanley I worked with my clients that were High Net Worth Individuals and Family Offices in providing them exposure within their investment portfolios to premier managers within the Alternative Investment Universe. Areas of expertise include ; PRIVATE EQUITY (Buy Out, Venture Capital, Growth Equity) PRIVATE CREDIT (Distressed, Mezzanine, BDC Direct Lending) PRIVATE REAL ESTATE (Reits, Multifamily, QOZ) SINGLE MANAGER HEDGE… Show more As an Alternative Investment Director at Morgan Stanley I worked with my clients that were High Net Worth Individuals and Family Offices in providing them exposure within their investment portfolios to premier managers within the Alternative Investment Universe. Areas of expertise include ; PRIVATE EQUITY (Buy Out, Venture Capital, Growth Equity) PRIVATE CREDIT (Distressed, Mezzanine, BDC Direct Lending) PRIVATE REAL ESTATE (Reits, Multifamily, QOZ) SINGLE MANAGER HEDGE FUNDS (Equity Long Short , Absolute Return , Quantitative, Global Macro , Credit). 1982 Graduate of Cornell University with 38 years of experience in the Financial Services Industry. Show less



Griffin Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Dec 2010 - Mar 2014

  New York City I managed a Large Cap Value Equity Portfolio and was also integral with Business Development and Raising Assets for the firm



Moody Aldrich Partners

• United States
• Investment Management
• 1 - 100 Employee

• Institutional Salesman

  • Dec 2007 - Nov 2010

  Business Development within the Institutional, RIA, and High Net Worth Individual channels