Meet Mike

Mike is a portfolio manager for the QBI Investment Team at Carson Group. He manages and oversees the QBI Low Volatility strategies.

Mike brings more than two decades of experience with systematic strategies to Carson, including 16 years as a portfolio manager with Chicago Equity Partners. There, he led a four-member equity portfolio management team responsible for the oversight of more than $1 billion in domestic and international equity strategies.

He earned his bachelor’s degree and MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

In his free time, Mike enjoys spending time with his family, biking, running and pickleball.

 Mike is a non-registered associate with Cetera.