Michael is a 16 year veteran of the financial services industry and began his career with a regional bank. In 1995, he joined Wheat First Securities, in Richmond VA. Since entering the financial services industry, Michael has served as Research Analyst, Cash Manager, Portfolio Manager, Equity Strategist for a 4-Star Capital Appreciation Mutual Fund, and as Equity Strategist of High Net Worth Advisory portfolios serving both individuals and institutions. In 2000, Michael was credited with establishing a national High Net Worth Equity Program at First Union Securities that advised over $2 billion in client assets in its first year.
A graduate of James Madison University, he has earned the distinction of Chartered Financial Analyst and is member of the CFA Institute. Financial Advisors and investors across the country have relied upon Michael’s Economic Commentary, Market Research, and Customized Portfolio Solutions as they invest for their futures.
Michael joined Triangle Securities in 2001, from Wachovia Securities, as Chief Market Strategist. As a Managing Director, he leads our portfolio management team with a passion for the highest standards of integrity and professional excellence.
Michael and his wife, Jennifer, have three sons, Chase, Brayden and Walker. They have two other "children" (golden retrievers), Madison and Molson. Michael enjoys spending time with family and friends, traveling and playing sports. |