Client Service Associate
“I am proud to work on a team that dedicates itself daily to its clients’ financial health, which I believe is an important component to a person’s overall wellness. To know that I contribute toward our clients’ well-being is a good feeling.”
Mike joined Shorepoint Capital Partners as a Client Service Associate in 2023. He supports the firm’s administration, operations and financial planning initiatives, including working with our clients to resolve their account-related inquiries.
Mike has more than 20 years of experience in the financial industry, where he has coordinated a broad range of shareholder and communication services in various client-facing capacities. Prior to Shorepoint, Mike worked as a service associate at Raymond James, and most recently, at Morgan Stanley.
Mike earned his Bachelor of Arts in political science at Merrimack College.
Mike resides in Weymouth, MA with his wife and daughter. When he’s not in the office, you may spot him running or cycling on the South Shore. Mike was a member of The National Society of Newspaper Columnists and captured first place in its annual column contest for his humor essays in the “Online, Blog and Multimedia Columns” category. The Erma Bombeck Writers’ Workshop once named Mike its Humor Writer of the Month.