Mike has been advising families, entrepreneurs, endowments and foundations for over 20 years to help preserve and grow their wealth.

Mike began his career with Heartland Capital Management, a boutique large cap investment manager, in Indianapolis, Indiana. He joined the firm as an equity research analyst and became a member of the firm’s Investment Committee, which was responsible for managing over $1 billion in large cap equities. Mike later assumed responsibility for managing the firm’s taxable and tax-exempt bond portfolios.

In 2004, he joined J.P. Morgan as a senior portfolio manager. At J.P. Morgan, he managed equity and fixed income portfolios for individual clients and foundations and endowments. He also guided clients on asset allocation, manager selection, hedge funds, private equity, and real estate investments and his strong performance led to his promotion to Managing Director in 2008. Mike joined The KCP Group in March 2012.

Mike graduated from Indiana University with a B.S. in business in 1992. He was awarded the CFA charter in 1995 and is a member of the CFA Institute and a former board member of the CFA Society of Indianapolis.