Mike provides wealth planning, portfolio management, and investment advisory services to high-net-worth individuals, families, and family offices. Prior to 2SIX Partners, he was an Investment Consultant at Innovest Portfolio Solutions, Senior Wealth Advisor at Bessemer Trust, and Business Development Manager at GE. He spent more than 10 years as a Navy SEAL, with part of his career at SEAL Team 6, the nation's premier counter-terrorism unit.
Mike earned an MBA from Emory University with a concentration in Finance and a B.S. in Electrical and Computer Engineering from the University of Colorado. He is a CFA charterholder, a CFP® professional, and a Certified Trust and Fiduciary Advisor (CTFA).
He is also the founder of WealthEQ, LLC, an independent Colorado-registered investment adviser, and co-founder of Arete 6, a tactical leadership experience company. Mike is an Ambassador for the Navy SEAL Foundation.
At 2SIX Partners, Mike serves as CIO and family wealth advisor for every family on the platform. Investment advisory services are provided through WealthEQ, LLC.