Mike first joined BBR Partners in 2020, and is currently a Director of Portfolio & Wealth Advisory. Mike’s responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.

Prior to joining BBR, Mike was an Associate Advisor at WMS Partners LLC, a registered investment advisor where he was responsible for supporting high net worth client relationships and manager due diligence.

Mike graduated from Towson University with a BS in Business Administration with a focus in Finance and was a member of the Honors College. Mike has earned the Chartered Financial Analyst (CFA) designation.

Mike lives in Manhattan with his wife. Outside of work, Mike enjoys golf, playing ice hockey, and spending time with friends and family