About
Mike
Mike works directly with the senior investment advisors and portfolio managers in allocating stock and bond trades across individual accounts. In addition, he supports and backs up the securities traders and manages the team's operations efforts. Mike also works directly with new and existing clients to set up their accounts and monitor their portfolios.
Mike joined Focus Partners Wealth in 2026. Before that, he worked at Kovitz. Prior to Kovitz, he worked at Northern Capital Management and US Bancorp Fund Services in Milwaukee.
Education and Professional Milestones
-University of Wisconsin-Madison – bachelor’s degree in business administration
-Member of the Madison Investment Analyst Society
Mike works directly with the senior investment advisors and portfolio managers in allocating stock and bond trades across individual accounts. In addition, he supports and backs up the securities traders and manages the team's operations efforts. Mike also works directly with new and existing clients to set up their accounts and monitor their portfolios.
Mike joined Focus Partners Wealth in 2026. Before that, he worked at Kovitz. Prior to Kovitz, he worked at Northern Capital Management and US Bancorp Fund Services in Milwaukee.
Education and Professional Milestones
-University of Wisconsin-Madison – bachelor’s degree in business administration
-Member of the Madison Investment Analyst Society