Mike is Director of Research, Partner and Portfolio Manager at NBW Capital. He has over 30 years of investing experience with the majority of his career spent performing equity research. He also has extensive experience utilizing fixed income securities in portfolio construction.
Mike began his investment research career as a sell-side research analyst at Tucker Anthony Capital Markets and Advest, Inc. Prior to that, he worked for large financial institutions performing business analysis and portfolio administration. Mike joined NBW Capital in 2004.
Mike graduated from North Adams State College in 1989 with a BA in History and from Boston University in 1995 with an MBA, concentrating in finance. He achieved his Chartered Financial Analyst (CFA) designation in 1999.
In his free time Mike enjoys travel, playing hockey, golf, skiing and participating in obstacle races. He is an active volunteer in multiple community and animal welfare organizations.
