As Chief Investment Officer, Michael’s efforts create the foundation of the investment strategies White Pine Wealth provides to its clients. Michael began his career on the Institutional Equity Sales & Trading desk of Lehman Brothers in New York, ultimately becoming Director of Institutional Equity Sales at Barclays Capital in San Francisco. He has helped sponsor the buyout of a privately-held business, and founded Three15 Capital, a private investment vehicle focused on exchange-traded products and derivatives.
Michael grew up in Bend, Oregon and attended Bates College in Lewiston, Maine where he received a B.A. in Economics. He then moved to Colorado where he earned a dual MBA and MS, Finance at the University of Denver and, more importantly, married his beautiful wife Lisa.
Michael has earned the right to use the Chartered Alternative Investment Analyst designation (CAIA).
Check Mike’s background as an investment professional
Request an appointment with Mike