Michael is a Senior Investment Director and Principal at Ballentine Partners. He leads the firm's investment outlook and manager due diligence for public fixed income and private credit. He also maintains investment responsibilities for select client relationships.

Before joining Ballentine Partners in 2007, Michael was a Senior Analyst at Athena Capital Advisors, where he focused on portfolio strategy for high-net-worth individuals. Earlier in his career, he served as a Portfolio Manager at Hawthorn, A PNC Advisors Company (now Veritable, LP), managing portfolios for individuals and foundations.

Michael earned a Master's in Finance from The George Washington University and a Bachelor's in Accountancy from Villanova University. He has held the Chartered Financial Analyst (CFA) designation since 2003 and is a member of the CFA Institute and the Boston Security Analysts Society.

Ballentine Partners

Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.

We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our clients' best interests.

We measure success not just as a financial outcome, but also as a human outcome. Our mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.