Mike is a portfolio manager with Clearview Financial Partners. In this role, he manages analytics on Clearview investment portfolios and develops asset allocation strategies for the firm. Mike conducts research on external investment managers across asset classes in public markets and provides ongoing qualitative and quantitative analysis of strategies we employ at Clearview Financial Partners.
Prior to joining Clearview, Mike worked for Charles Schwab for over 20 years as an advisor helping clients with both asset and liability management. Mike is a 1998 graduate of Moravian University in Bethlehem, Pa.
Mike has a passion for reviewing macroeconomic data and business cycle indicators to help better understand market trends and positioning of client portfolios.