Michael is an experienced financial services entrepreneur and community volunteer. He is skilled in entrepreneurship, impact investing, financial planning, asset management, nonprofit organizations, commercial and real estate lending and community development financial institutions (CDFI’s), His latest venture is as a founding and managing partner for Community Capital Advisors, LLC, an impact investment consulting firm that helps foundations create and manage their impact investment strategy.
A former Certified Financial Planner (CFP), Michael has built and sold two financial planning/investment advisory firms and an employee benefits firm. His clients were primarily small business owners and during the end of his career in financial planning his practice was appropriately focused on exit and succession planning. Michael is a small business owner and has expert knowledge and experience working with small businesses.
Michael’s volunteer activities include serving seven years as board chair for a local CDFI and as Treasurer for a local community foundation where he implemented their impact investment strategy.
Michael believes that impact investing will transform our local and regional communities and their economies by putting formerly passive capital to work on some of our most intractable and challenging issues.