Principal, Senior Consultant
Michael’s investment career began in 1998, and he joined NEPC in 2007. Michael works primarily with defined benefit, VEBA, defined contribution and foundation portfolios of corporate clients. In support of his client relationships, Michael is responsible for overall plan design and asset allocation, manager selection and performance monitoring as well as asset and liability studies in conjunction with risk budgeting.
Prior to joining NEPC, Michael was a Registered Client Associate within the Merrill Lynch Institutional Consulting Group. While there he supported two consultants in the four main areas of the institutional consulting relationship; investment policy statements, asset allocation studies, manager searches and performance monitoring. Prior to Merrill Lynch, Michael worked as an analyst on the pension and 401(k) investment staff of ThyssenKrupp Budd Company. While at ThyssenKrupp Budd Company he assisted the Manager of Trust Investments in the day to day management of the pension trust and 401(k) including monitoring market values and transactions, investment manager performance, and acting as a liaison between the investment committee and current and prospective service providers.
Michael earned an M.S. degree in Finance from Walsh College in 2006 and a B.A. in Finance from Oakland University 2001. Michael became a CAIA designee in 2010 and a CIPM designee in 2014.