Investment Operations Lead
Mike joined GBB in October 2018 and is responsible for rebalancing accounts and ensuring accuracy of client data. Mike brings over 7 years of experience working with RIAs and implementing investment strategies and maximizing software capabilities. He earned a B.S. Degree in both Finance and Accounting from the University of Wisconsin, La Crosse. Apart from working at GBB, Mike enjoys spending time with his wife and two dogs, hiking, kayaking, basketball, and learning about science and new technologies.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.