Michael came from Oppenheimer and Co. after starting his career in corporate finance with companies such as Dow Jones, Chevron Corporation, Deloitte, and Touche. Michael focuses on financial planning aspects as well as portfolio management and construction. He holds a B.S. in Finance with a Minor in Mathematics from Santa Clara University. He obtained his M.B.A. from the Kellogg Graduate School of Management at Northwestern University. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional. He has served on several non-profit boards including the president of an endowment.
