Managing Director, Head of Fixed Income Strategies
Mike is Managing Director, Head of Fixed Income Strategies for Icon Wealth Partners. A 30+ year veteran of fixed income management, Mike began his career in 1985 in Paine Webber’s institutional fixed income group in New York City. While at Paine Webber, he worked with some of the nation’s largest institutional fixed income clients including major money center banks, Fortune 500 insurance companies, and institutional money managers. In 1990, Mike moved to Houston to continue his career in institutional fixed-income markets with Underwood Neuhaus, and later Texas Commerce Bank, Chase Securities, and JP Morgan Securities.
In 2002, Mike was recruited to establish, manage and expand Houston-based Avalon Advisors’ taxable and municipal fixed income platforms. Under Mike’s leadership, his group initially managed $75 million in assets and by 2011 was managing over ~$1.5 billion of fixed income assets. Mike and his team managed several hundred accounts for ultra-high-net-worth clients and family offices across multiple strategies including ultra-short tax-free, taxable and customized municipal fixed income portfolios.
Originally from Philadelphia PA, Mike is a graduate of Washington and Lee University in Lexington, VA where he earned a B.A. in Economics in 1985 while playing on the Generals basketball team. An avid tennis player, Mike resides in Houston with his wife and is the proud father of 2 grown children.