Founder and CEO
Mike has spent his career providing exceptional service to his clients and anticipating operational hurdles. His philosophy of getting things right from the beginning and always looking forward have served his clients well in developing operations that are effective and efficient.
Prior to launching Triple Leo Consulting, Mike was the Managing Director at Crederian Fund Services where he oversaw the firm's day-to-day operations and led their business development efforts. During Mike's tenure, he developed deep relationships with his clients and was a source of expertise and knowledge both inside and outside of the firm. Additionally, Mike authored/co-authored multiple white papers on topics ranging from Form PF to systems integration to developing a culture of compliance in order to gain investors' trust.
Before Crederian, Mike was a Senior Manager at PNC Global Investment Servicing (f/k/a PFPC, Inc.) where he led a department of over 20 accountants, supervisors and managers who were responsible for the administration of alternative investment products for major clients, including UBS and Bear Stearns. Mike's experience with those clients included single manager funds, fund of funds, master/feeder structures, onshore and offshore partnerships and complex derivative/swap securities.
Mike began his career at The Vanguard Group working in various capacities; including fund accounting and relationship management of high net worth clients.
In addition to running and growing Triple Leo, Mike is also an Advisor at Lumina.
Mike graduated cum laude from the University of Scranton with a Bachelor of Science degree in Management. Mike also holds an MBA from Drexel University's LeBow College of Business, where he served as an Adjunct Professor for over three years creating/teaching a graduate level course named Hedge Fund Operations.