Michael Abelson, CFA
EVP, Corporate Development
Mike is responsible for analyzing acquisition and growth opportunities that support advisor and client needs. He also leads strategic projects for the senior leadership team.
Previously, Mike was head of Investment and Product Development for the firm. He joined the firm in 1994 and has served in several additional leadership roles ranging from operations and service to project management and business development. He earned his MBA from The Marshall School of Business at the University of Southern California, and holds the Chartered Financial Analyst designation (CFA).