Education
- BS, John Carroll University
Mike is a Partner and the Head of Advisory Services at AZA Capital Management and often the first person prospective clients meet. He takes the time to understand each family's situation, stays in touch with clients about their investments, and works with business owners on their company retirement plans. Since joining the firm in 2009, he has also helped bring our strategies to advisors through national platforms.
Prior to joining AZA, Mike was an investment advisor at Sheridan Road Financial, where his clients included individuals, families, and ERISA-based corporate retirement plans. Mike began his career in proprietary trading at Marquette Partners, where he traded every major U.S. equity index and the U.S. Treasury yield curve. As part of his time at Marquette, Mike was based in London for three years, where he traded European equity markets.
Start with a conversation
A no-obligation, 30-minute introduction with investment people, not salespeople. If it seems like a fit, we'll follow up with a written proposal.