Alternative Investments Consultant - Investment Management and Research - San Diego Team
Mike joined Commonwealth in August 2014 and has held roles in the Service Center, Compliance, and Investment Consulting Services (now Investment Advisory Consulting). As an alternative investments consultant, Mike works with our advisors in educating, understanding, and selecting alternative investments across Commonwealth’s platform. Before joining Commonwealth, Mike was a financial advisor at Morgan Stanley. He attended UCLA, where he majored in history, and then earned his MBA from Point Loma Nazarene University. Mike holds FINRA Series 7, 24, 31, and 66 securities registrations. Before entering the financial services field, he was a golf course general manager for American Golf. He enjoys golf and soccer and coaches his daughter’s soccer teams. Mike also loves movies and is a Disney fan. He loves taking the family to Disneyland—his favorite ride is Star Wars: Rise of the Resistance.