PORTFOLIO ANALYST

As Portfolio Analyst, Mike works closely with client families, their Family Offices, and outside investment advisors to evaluate investment strategies, portfolio managers, and illiquid investments. Once a family has settled on their Strategic Asset Allocation, he puts it in writing in a formal Investment Policy Statement (IPS), giving everyone a clear, agreed-upon roadmap for how the portfolio should be managed.

Mike brings more than 20 years of portfolio management experience to Mosaic. Before joining the firm, he spent over a decade with a Houston-based single-family office, managing portfolios across cash, bonds, stocks, commodities, and illiquid investments.

Mike earned his MBA in Finance from the University of Missouri-Columbia and a Bachelor of Arts in Finance from The University of Texas at Austin. He holds the Chartered Financial Analyst (CFA®) designation.

Outside the office, Mike enjoys collecting sports memorabilia, rescuing dogs, playing guitar, and working out.