555 Briarwood Circle
Ann Arbor, MI 48108
State & Local Governments, Endowments & Foundations
B.A. in Business Administration
Michigan State University
MBA in Finance
Wayne State University
Professional Designations or Licenses
FINRA Series 7, 63 and 66 Licenses
Started with PFM: 2015
Started in the Field: 1983
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Michael joined PFM in January 2015. He has more than 38 years of experience in the financial industry advising higher education, municipalities, endowments, foundations, corporate working capital and pension plans. His responsibilities include helping clients create and evaluate investment policy statements, understand risk profile and investment objectives, determine appropriate asset allocation, manager evaluation, performance measurement and providing portfolio guidance to help clients reach financial goals. Prior to joining PFM, Michael spent 32 years with JP Morgan and Wells Fargo Advisors in a variety of roles advising institutional investors.
Michael is an active member of the Michigan Association of Public Employee Retirement Systems, the Council of Michigan Foundations, the Council on Foundations, Michigan Government Finance Officers Association, Philanthropy Ohio, Central Association of College and University Business Officers and Ohio Association of College and University Business Officers.
Michael is a member of PFM's Women's Network, PFM's Harambe Network, serves on the Board of Directors of Volunteers of America Michigan and currently is actively involved with the Leukemia & Lymphoma Society.