Michael Kautz, CFA
Chief Investment Officer
A talented and instrumental member of the team since 2014, Mike has extensive training and experience with financial modeling tools and is actively involved in the construction and monitoring of our clients’ insurance and investment portfolios.
Mike has earned the Chartered Financial Analyst® (CFA®) designation. The CFA Program is a well-recognized and respected industry designation that provides a strong foundation in advanced investment analysis and real-world portfolio management skills. In addition, he holds his Series 66, Series 7 and Life Accident and Health licenses, which allow Mike to understand and serve the varying needs of our clients.
Mike graduated from Boston University with an undergraduate degree in Economics and a minor in Philosophy. In his spare time, Mike enjoys developing his culinary skills, lifting weights, traveling to new places and spending time with family and friends.