Mike provides business development, investment consulting and wealth management support to independent financial advisors in Central and Southern California. He counsels advisors on the implementation of best business practices to help them optimize and streamline their businesses. Prior to joining AssetMark, Mike worked for more than 10 years as an institutional equity research salesperson for several Wall Street firms. Earlier in his career, Mike worked at Bank of New York in plan sponsor sales and at Northern Trust and as a fund analyst.
Mike earned a Bachelor of Arts degree in Finance from Indiana University. He holds FINRA Series 7 and 63 licenses.