Mike brings over 19 years of experience in developing, marketing, and selling investment products to the institutional and high net worth market. His most recent position with Citigroup Private Bank included the build out of a referral base of financial intermediaries including family offices and advisors with the objective of raising assets under management

Prior to joining Citigroup, He spent over 14 years with State Street Global Advisors. While there he was instrumental in the establishment and growth of several new businesses, all designed to grow assets under management. He has held several positions in institutional sales, where he was consistently a top revenue producer. Most recently he was responsible for creating and for successfully managing State Street Global Advisors institutional sub-advisory business, a new distribution model for SSgA's proprietary investment strategies. The target market included all "asset gathering firms" and third party distribution channels. As a career sales professional he brings a consultant level appreciation for the marketing and due diligence process associated with each type of institutional investor and a track record of raising assets under management for investment management firms.

Mike holds a B.S. in Business Administration and an MBA from the Sawyer School of Management at Suffolk School of Management. Throughout his career he has completed numerous investment-training courses in portfolio management, traditional and alternative investments, marketing and sales management. Mike is an active member of the Boston Community where he serves as a Trustee of the Town of Lexington Retirement Fund and on the Board of Directors of the Josiah W. Hayden Recreational Centre.

Reach Mike at 781-274-1215 x 112 or email at MikeM@CompassSecurities.com.