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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Investments
Mike is a Senior Institutional Consultant and Senior Retirement Plan Specialist with UBS Institutional Consulting Group. He has over 30 years of institutional investment experience including 19 years at UBS. Prior to joining UBS, Mike was a partner in an Australian-headquartered investment banking firm, as well as a portfolio manager with a private alternatives investment firm. Mike's responsibilities include investment policy planning assistance, asset allocation modeling, investment manager evaluation, and ongoing consulting and performance measurement reviews.
Mike earned a Bachelor of Arts in Political Science (International Relations) from UCLA where he also played for the Bruins baseball team. He completed his graduate studies at the University of Chicago Booth School of Business, where he earned an MBA in Finance and Accounting. He has earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Finance. Mike has also been a featured guest speaker on various topics at national investment conferences, and his research has been published as a white paper at UBS for client distribution.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Investments
Mike is a Senior Institutional Consultant and Senior Retirement Plan Specialist with UBS Institutional Consulting Group. He has over 30 years of institutional investment experience including 19 years at UBS. Prior to joining UBS, Mike was a partner in an Australian-headquartered investment banking firm, as well as a portfolio manager with a private alternatives investment firm. Mike's responsibilities include investment policy planning assistance, asset allocation modeling, investment manager evaluation, and ongoing consulting and performance measurement reviews.
Mike earned a Bachelor of Arts in Political Science (International Relations) from UCLA where he also played for the Bruins baseball team. He completed his graduate studies at the University of Chicago Booth School of Business, where he earned an MBA in Finance and Accounting. He has earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Finance. Mike has also been a featured guest speaker on various topics at national investment conferences, and his research has been published as a white paper at UBS for client distribution.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
