Vice President - Investments

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Mike's responsibilities include active management of the firm's equity and fixed income portfolios, and the asset allocation process. His primary focus is on the factors influencing the equity and fixed income selection process within the firm. These factors include the macroeconomic outlook and its effect on the overall financial markets and specific industries, the impact of these factors on interest rates and asset allocation decisions, and finally, a focus on individual company fundamentals.

Prior to joining Arcataur Capital, Mike served on the Arcataur Capital Advisory Board.  From 1984-2016 he was at Northwestern Mutual Investment Management/Mason Street Advisors/Northwestern Mutual.  From 2012-2016 he managed the Dividend Stock Portfolio with a focus on investing in companies with rising dividends.  From 2003-2012 Mike served as co-manager of Mason Street Advisor’s Growth Stock Portfolio which focused on large capitalization growth stocks.  From 2006-2012 Mike managed a Large-Capitalization portfolio for the company’s pension account and served on its asset allocation committee.  Prior to his portfolio management responsibilities, Mike served as an equity analyst covering various sectors and industries.  Mike served his initial eight years at Northwestern Mutual as a Systems Analyst in the company’s Information Systems Department.

 

• 2018 to present, Arcataur Capital Management

• 1984 - 2016, Northwestern Mutual/Mason Street Advisors/Northwestern Mutual Investment Management

• 1992, MS – Finance, University of Wisconsin - Milwaukee

• 1983, BBAs in Accounting and Management – Computer Systems, University of Wisconsin - Whitewater

• Chartered Financial Analyst (CFA)

 

Contact Mike:

414 225.8207