Mike serves as the Managing Principal of the Nashville office where he is responsible for leading the client service team and helping to advance the firm’ s long-term strategic objectives and growth. He also advises both families and institutional clients across multiple service areas including investment management, wealth and estate planning, and trust administration. He currently serves on the firm’s Board of Directors’ Audit and Risk Committee. Mike was previously the Chief Operating Officer for the Nashville office where he focused on talent development and operational excellence. Prior to joining Diversified Trust, Mike’s career focused on serving institutional clients including foundations, endowments, and other non-profit organizations. He led the Member Services team at The Investment Fund for Foundations (TIFF) and worked in various investment analyst and performance reporting roles at Cambridge Associates.
Mike earned a Bachelor of Science degree in Finance from Virginia Tech, with a minor in Communication Studies. He is a CFA® charterholder and is an alumnus of Young Leaders Council (YLC) Nashville. He currently serves as a board member and Treasurer of Small World Yoga and previously served on the board of Hands On Nashville, including as Treasurer and Chair of the Finance Committee. He is also an active member of the CFA Society Nashville and the Nashville Sports Council.