Mike's journey with PVI began in June of 2015 when he joined the firm as an Investment Advisor Representative. His exceptional skills and dedication quickly became evident, leading to his promotion to Partner in early 2018. As a Senior Partner and Managing Director, Mike works closely with institutional and sub-advisory relationships, solidifying PVI's position as a trusted advisor to a diverse client base.
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Throughout his career, Mike has developed a specialization in providing comprehensive advisory services to high-net-worth individuals and their families. By leveraging his extensive knowledge in investment, estate, retirement, and financial planning, he assists clients in formulating and executing tailored strategies to achieve their financial goals.
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As a valued member of PVI's investment committee, Mike actively contributes to the firm's investment selection, due diligence, and portfolio implementation. His keen insights and thorough analysis are instrumental in shaping PVI's investment strategies and ensuring optimal outcomes for clients.
Beyond his role at PVI, Mike also holds the position of CFO at PV Capital, LLC, the manager for PVI’s first series Hedge Fund, The PV Opportunity Fund. Mike's financial acumen and strategic leadership have been integral to the fund's successful establishment, ongoing operations and deployment of invested capital.
