Best Part of My Job
As Chief Investment Officer, Mike leads Cornerstone Advisors' investment team and is responsible for developing expert investment solutions for our clients. Mike is responsible for all aspects of Cornerstone's investments including strategy, research, and risk management. Mike's career includes more than 20 years of investment experience. Prior to joining Cornerstone, he was the Director of Fixed Income and the Chief Fixed Income Strategist for Perkins Coie Fiduciary Investment Services, and Senior Investment Officer for Perkins Coie Capital Management, LLC.
Three Words That Best Describe Me
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Seasoned
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Trustworthy
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Insightful
Practice Emphasis
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Traditional and non-traditional global manager selection
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Global manager research, asset class investigation and review
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Portfolio level strategic asset allocation and risk management
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Structured products and derivatives analysis
Ongoing Results
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Delivered improved investment results by tapping under-utilized resources, tightening risk controls and applying macro-economic overlay strategies
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Enhanced communication and increased client awareness and understanding of the investment process through one-on-one presentations
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Rebuilt Cornerstone's strategic asset allocation, forecasting, portfolio risk management and client investment policy statement/portfolio design construction process
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Researched, built and maintained all fixed income portfolio strategies
Education
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University of Southern California, MBA in Finance
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University of Colorado, BS in Finance, Magna Cum Laude
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Chartered Financial Analyst (CFA)
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Chartered Alternative Investment Analyst (CAIA)
Professional and Community Activities
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Cornerstone Advisors Board of Directors
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Cornerstone Advisors Executive Management Team
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Cornerstone Advisors Investment Policy Committee
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CFA Society of Seattle
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Alternative Investment Analyst Association
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Northwest Taxable Bond Club
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Mike was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2008, 2009 and 2010, and annual award bestowed upon select Seattle wealth managers.
Where To Find Mike When He's Not At Work
Mike can be often found at his son's ballgame (over 100 games a season!) playing golf or spending time with good friends and family.
The Cornerstones of Mike's Life: Act with integrity. Understand the assumptions that underly your opinions. Don't take what others say and do too personally. Always do your best.
Best Part of My Job