In his role as Portfolio Manager, Michael utilizes his knowledge of investments to develop and research new investment ideas for clients and perform continuing due diligence on existing holding. In addition, Michael manages client portfolios. Michael contributes to the portfolio construction process as a member of the firm’s Public Markets Investment Committee and Private Debt & Equity Committee.
Michael graduated from Pennsylvania State University, where he earned a B.S. in Finance with a minor in Economics. He is a Chartered Financial Analyst (CFA) charter holder and a member of The CFA Institute.
Prior to joining WMS Partners, Michael worked at T. Rowe Price as an Investment Analyst, Investment Liaison and Fund Accountant in the firms fixed income department. He also worked at AstraZeneca as a Senior Financial Analyst.
