As the Manager of Tax and Financial Planning at The Colony Group, Mike provides a broad range of tax planning and compliance support to Colony Group clients and to the wealth management division of the company. He is also part of a team that is responsible for the preparation and review of client tax returns.
Mike originally joined The Colony Group in 2005 as a Portfolio Administrator for the Colony Investment Management team, where he was primarily responsible for new accounts, performance reporting, and client service requests. From there, he joined the Colony Wealth Management team as a Senior Associate Financial Counselor, where his primary role was to support a team of financial counselors with all aspects of client relationships, including financial, investment and tax planning for high net worth individuals, families, and corporate executives.
In his spare time, Mike enjoys playing golf and hockey. He also enjoys spending time with his family on Cape Cod during the summer months.