"There comes a precious moment in all of our lives when we are tapped on the shoulder and offered the opportunity to do something very special that is unique to us and our abilities, what a tragedy it would be if we are not ready or willing." — Winston S. Churchill
"There comes a precious moment in all of our lives when we are tapped on the shoulder and offered the opportunity to do something very special that is unique to us and our abilities, what a tragedy it would be if we are not ready or willing." — Winston S. Churchill
Member of CFA Society Colorado Chapter & CAIA Society
Enjoys golf & skiing
Supports Domus Pacis Family Respite Summit County & Folds of Honor
Was goaltender for University of Illinois Fighting Illini Hockey Team
As Chief Investment Officer, Mike provides great value to Trilogy with over 25 years of professional experience. Mike works to further the development of Trilogy's investment platform by delivering high-quality portfolio solutions to advisors and clients. He also manages third-party institutional investment research relationships, provides market and economic commentary, and conducts investment due diligence functions.
Before joining Trilogy, Mike was Chief Investment Strategist for Ashton Thomas Private Wealth. Additionally, he worked as Regional Chief Investment Officer with Wells Fargo Private Bank for 8 years where he covered advisor teams managing in excess of $49 billion. He previously held management roles at JP Morgan and Citigroup, and worked as portfolio manager for two established asset managers.
Throughout his career, Mike has been quoted in The Wall Street Journal, The New York Times, Bloomberg, and The Washington Post. He served as an adjunct professor at the the University of Denver and DePaul University, where he received his MBA*. Mike received his Chartered Financial Analyst (CFA®)* designation in 1991 and his Chartered Alternative Investment Analyst (CAIA®)* designation in 2003 and has taught CFA Review courses for 12 years.
*For definitions of designations, click here.
We believe that real Life Planning is progress, not perfection.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
