Assistant Portfolio Trader
Mike is an Assistant Portfolio Trader. In his position, Mike assists SGA’s Director of Portfolio Trading with the implementation of portfolio actions, including order creation and routing, monitoring and managing trade orders throughout the trading session. Mike executes trades in both the US and foreign markets.
Prior to joining SGA in January 2017, Mike was the Assistant Trader at Klingenstein Fields Wealth Advisors, where he executed both domestic and non-US orders for high net worth separate accounts. Prior to joining Klingenstein, he was a Trade Operations Assistant at Colonial Fund, LLC, where he maintained the firm’s internal portfolio accounting and order management systems. In 2003, Mike graduated from the University of Scranton with a Bachelor’s degree in Business Management.