As a Client Relationship Manager, Mike partners with IHT advisors to grow their business and deliver excellent client service. He is responsible for client onboarding, cash management, trading, account maintenance, and investment management support. Mike takes pride in building long-lasting relationships and offering individualized financial solutions for clients, based on his in-depth knowledge of their financial situations and goals.
Mike has been working in the asset and wealth management space for four plus years. He started his career at JPMorgan in the Trusts and Estates Wealth Management group. Mike then moved to the JP Morgan Private Bank as an Investment Professional, where he supported four high net worth client advisors, working with some of the most sophisticated accounts in the Midwest. In the Private Bank, he gained experience working with both retail and institutional clients, while focusing on both maintaining and growing client relationships. Mike eventually joined IHT Wealth Management in August 2019 as a Client Relationship Manager.
Mike graduated from Purdue University with a major in Business Management and concentration in Finance. At Purdue, he earned Academic All-Big Ten Honors as a member of the baseball team. Mike grew up in the northwest suburbs of Illinois and currently resides in Chicago. Mike is current working on his CFA designation.