Michael Pappas, CFA *

About

Mike is a Director in the Private Client Group. He joined the firm in 2015 and is responsible for building relationships with registered investment advisers, family offices, and institutional investors. Mike brings 15 years of industry experience.

Before joining the firm, Mike was the associate director of institutional sales, Northeast region, at John Hancock Investments. Before joining John Hancock, he began his career as a financial adviser at Edward Jones and operated a small independent marketing agency for insurance companies.

Mike is a family man and the proud father of three young children. He is also an avid reader fascinated by the intersections of energy and sustainability and runs a weekly newsletter called ‘Weekend Reads,’ dedicated to the subject. In addition, he enjoys golf, skiing, and playing with the kids in his free time.

Mike holds a Master of Science in Investment Management from Boston University and a Bachelor of Business Administration from the University of Massachusetts, Amherst. He is also a proud holder of the CFA® charter and holds Series 7 and 66 licenses.

*Equity owner in TortoiseEcofin