Mike oversees the Research & Trading department. He is responsible for running the research team and overseeing the active portfolio strategies for the firm. Mike does the in-house detailed Technical Analysis/Strategy work for the firm. He has created proprietary cycle, bond & option market signals to help navigate tough market conditions and most importantly manage risk in our client portfolios. Mike has been quoted in Barron’s for his technical analysis. In addition, Mike also manages client portfolios and relationships.
Mike holds the Chartered Market Technician designation (CMT). Mike holds an M.B.A. with an emphasis in finance from St. Mary’s College of California. He also holds his undergraduate B.S. degree in Business Administration from St. Mary’s College. Mike joined Bedell Frazier in 2006. He became a partner in 2013. He lives in Danville with his wife Haley and their two young boys Hudson and Owen.
