Mike began his career in 1986 in San Francisco as a financial analyst and portfolio manager for corporations and institutional investment management firms, during which time he co-authored a chapter in the book Global Asset Allocation (John Wiley & Sons, 1994).  Mike joined Integris in 2004 and became a partner in 2006, where his focus is investment management, financial modeling and business operations.

Mike’s education includes a BA in Economics from the University of California, Santa Barbara and he has been a holder of the Chartered Financial Analyst (CFA) designation since 1991. Mike is also a member of the CFA Institute and Security Analysts of San Francisco.

Outside of work Mike serves as President of the Board of Harmony at Home, is on the board of Monterey County Legal Services for Seniors, is on the Investment Committee for the Hospice Foundation, and spends time with his wife and three daughters.

You can contact Mike at 831-620-1717
or mike@integriswealth.com

Forward this page to a friend