BBA, University of Oklahoma
Mike is a senior relationship manager for PNC Capital Advisors located in Dallas, Texas. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Mike brings forty years› worth of investment experience to the firm, having spent the last thirty years of his career managing total-rate-of-return taxable fixed income portfolios. Previously, Mike served as the Head of Fixed Income and a Senior Fixed Income Portfolio Manager at Comerica Asset Management in Dallas, Texas, where he managed both short and long duration taxable bond portfolios ranging from $10 to $100 million. Mike has also held similar senior portfolio management roles, as well as serving on a variety of investment committees with Columbia Threadneedle Investments and Society Asset Management. He was with Columbia Threadneedle for twenty years in Dallas and oversaw the day-to-day management of $2 billion in taxable assets. Prior to that, Mike was responsible for managing $1 billion in AUM for Society Asset Management in Dallas and Cleveland, Ohio. He began his career in equity and fixed income sales with E.F. Hutton Company, Bear Sterns, and Shearson Lehman Brothers. Mike graduated with a Bachelor of Business Administration from the University of Oklahoma. He is the author of several articles on the fixed income markets and portfolio management and has been a highlighted speaker at numerous client events.