Michael L. Winter, CFA
Senior Vice President & Nashville COO

Mike is the Chief Operating Officer in our Nashville office and is focused on serving individual and institutional clients.  He is also a member of the Portfolio Management Team. Prior to joining the company, Mike led the member services team at The Investment Fund for Foundations (TIFF) where he managed relationships for the organization’s foundation, endowment and other non-profit organizations across the country.  In addition to his member services responsibilities, he also managed the implementation of strategic initiatives at TIFF, which included creating and implementing service level standards.  Prior to his time at TIFF, Mike worked for investment consulting firm Cambridge Associates, where he focused on performance reporting and investment analytics.

Mike graduated cum laude from Virginia Polytechnic Institute and State University with a Bachelor of Science degree where he majored in Finance and minored in Communication Studies.  He is also a CFA charterholder and member of the CFA society of Nashville.  He currently serves as a board member for Hands on Nashville.