Managing Director, Institutional Consulting
Mike is a managing director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In these roles, he represented the investment management team to large institutional clients and research groups for major financial intermediary firms. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. Outside of the office, Mike stays involved in his community as an Irvine Public Schools Foundation Board member, Finance Committee member, and former Chair over the last 8 years. He also enjoys traveling internationally with his wife and daughters and playing the occasional round of golf.