Frequent guest lecturer at Bucknell University’s Freeman College of Management and the Notre Dame Institute for Global Investing.
Joined Lido: 2025
Homebase: Warren, NJ & New Canaan, CT
Professional Focus: Works closely with ultra-high-net-worth individuals and families, serving their sophisticated and complex investment needs. His approach blends analysis with thoughtful collaboration, helping clients navigate complex financial situations with confidence.
Education: B.S.B.A., Accounting, Bucknell University; M.B.A., Columbia Business School
Previous Work Highlights: After spending the first 25 years of his career as a portfolio manager and securities analyst in institutional roles, he transitioned into the family office space to apply his investment expertise in a more direct, relationship-driven way. Prior to entering the family office space, Mike served as a portfolio manager at Millennium Management. He then worked as a Senior Financial Strategist at Fountainhead Advisors before its partnership with Lido in 2025.
Personal Facts: Mike is actively involved in education and mentorship, previously serving as an adjunct professor at Columbia Business School. A Bucknell University graduate and former varsity football player, he serves in leadership roles across nonprofit, academic, and real estate organizations.
