Mike joined One Capital Management in 2026, bringing more than 20 years’ experience in financial services. Prior to One Capital, he spent 10 years as a senior portfolio manager at TIAA. Mike previously served as an advisor for Bank of Hawaii and Morgan Stanley in the U.S. and worked in equities sales trading for Nomura Securities and UBS in Tokyo, Japan.
Mike is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner. He earned a Bachelor of Arts from Union College and an Master in Business Administration (MBA) from The Wharton School at University of Pennsylvania.