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Client and Corporate Services
Michael is a Principal in the Fort Worth office. His responsibilities include the day-to-day operations of the investment arm of the firm, running the quarterly billing process and the day-to-day trading as well as any overall rebalancing of client portfolios.
Michael has been in the financial services industry for over 25 years. Prior to joining Cerity Partners, he was the Operations Manager for Karsten Advisors. Michael also spent 20 years with H.D. Vest Financial Services, serving in various roles in the Licensing, Compliance, Operations, Customer Service and Managed Products departments. While in the Managed Products department, he managed the quarterly billing and reports process for the 2,000 advisors around the country and spent his last 3 years working on the data conversions for the brokerage side of the Wells Fargo/Wachovia merger.
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Principal & Director of Technology
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