Michael joined HB Wealth in January 2025 after working with WMS Partners since June 2023 and is currently a Portfolio Manager within the firm’s investment department. He is responsible for trading and managing client portfolios, as well as research and due diligence for fixed income managers.
Prior to joining HB, Michael spent 11 years at T. Rowe Price as an Investment Analyst, Investment Liaison, and Fund Accountant in the firm’s fixed income department. He also worked at AstraZeneca as a Senior Financial Analyst.
Michael earned a BS from Penn State University with a major in Finance and a minor in Economics and is a member of the CFA Institute.
In his spare time, Michael enjoys playing guitar and spending time outdoors.