Michael spearheads the investment due diligence, manager selection and asset allocation processes for the Retirement Plan side of OneDigital. His team combines quantitative and qualitative aspects into the investment research, analysis and monitoring process to ensure clients are utilizing quality investments.
Prior to joining the team Michael was an account manager at PIMCO where he partnered with retirement plan sponsors keeping them informed of economic outlooks, investment recommendations and industry trends. He also launched the firms’ first online asset allocation tool used by consultants and advisors across the industry.
Michael received his MBA from Brigham Young University and has earned the right to use the Chartered Financial Analyst designation.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck