Portfolio Analyst, CFA


Mike assists Paige in portfolio management and investment advising for Harwood Financial Group. He graduated from The Florida State University with a bachelor’s degree in Finance. He has also invested in professional development and been granted the CFA (Chartered Financial Analyst) charter. The CFA program is a globally recognized, graduate level curriculum with an intensive study program focused on financial reporting and analysis, economics, corporate finance, and investments. Mike works with our investment team to create dynamic financial plans that evaluate our clients’ portfolios, perform risk analysis, and ultimately make the best recommendation to optimize investment strategies. Analyzing data and providing actionable information in a way that our decision makers can easily understand and put their vision into motion is something Mike is passionate about and finds very rewarding.

I chose to work with Harwood Financial Group because the company vision and professional standards are among the highest in the industry. This is the type of firm I want to be associated with. I have a passion for numbers and finance. Working at Harwood Financial has been a fantastic opportunity for me to focus my work more on what I love, as well as challenging myself to grow and improve professionally. I am known for paying attention to detail, financial analysis, and having a knack for finding creative solutions to complex problems. I love being in a position where I can make an impact on people and organizations and contribute in a meaningful way to help them reach their goals.