Mike is responsible for public and private investment fund due diligence and asset allocation research at Independent Advisor Solutions.
For most of his career, Mike has specialized in the design, development, and management of multi-manager portfolio solutions. Prior to joining Independent Advisor Solutions, Mike was Vice President, Product Solutions at Wellington-Altus Private Wealth where he was responsible for investment manager selection and oversight, public and private investment fund research, and product shelf management. Mike was also product lead and subject matter expert at CI Financial, supporting the firm’s $45B multi-asset platform.
Mike has an Honours Business Administration degree from the Ivey Business School at Western University, holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and is a member of the CFA Institute.