Mike collaborates with our advisors to oversee portfolios and directly manage client relationships. He also serves on BLBB Advisors’ Investment and ETF Committees.
Before joining our firm, he worked for both Janney Montgomery Scott and Boenning & Scattergood in equity research, sales and trading (with a focus on financial institutions) for individual and institutional clients.
Mike lives in the Fairmount neighborhood of Philadelphia alongside his wife, son, and dog. During his leisure hours, he enjoys such activities as golf, tennis, basketball, culinary pursuits, and family getaways to Ocean City, NJ.
Professional Credentials
Chartered Financial Analyst, CFA
Certified Financial Planner, CFP®
Education
Penn State University, BS, Finance
Community Leadership
Saint Joseph’s Prep, Member, Young Alumni Leadership Council
