Executive Director, Advisor Success
Mike is an Executive Director on the Advisor Success Team at Hightower. In this role, Mike serves as a dedicated and trusted business partner to Hightower advisors by providing consulting services across all facets of their advisory practices. Working alongside the advisors, Mike helps them define and achieve the business objectives that will best position their practices for future growth.
Prior to joining Hightower, Mike served as Vice President of Business Consulting at Carson Group helping affiliated RIAs across the country in running growing, efficient and profitable businesses. Prior to Carson Group, Mike spent 8 years at Fidelity Investments in several different functions but most recently as a member of the National Accounts Relationship Management team supporting many of the largest and most complex clients within the RIA industry. He also spent time in Fidelity’s Asset Management division as a Director of Finance as well as several different positions within the firm’s Finance and Accounting departments.
Mike began his career at Fifth Third Bank in Cincinnati, Ohio as an associate in their Financial Leadership Program and then upon completion, spent time in their Capital Markets Accounting team.
Mike earned a Bachelor of Science Degree in Accounting from Miami University in Oxford, Ohio and holds his Series 7 and 63 licenses. He currently resides in Boston, Massachusetts with his wife Katie, his three daughters Charlotte, Madelyn and Hayden and their dog Brady. Outside of work, Mike enjoys spending as much time as he can with his family, playing soccer and golf, and enjoying college football.