Michael Shade, Cfa

Michael Shade, Cfa Email and Phone Number

President and Portfolio Manager with The de Burlo Group @
Michael Shade, Cfa's Location
West Newton, Massachusetts, United States, United States
Michael Shade, Cfa's Contact Details

Michael Shade, Cfa personal email

About Michael Shade, Cfa

Michael Shade, Cfa is a President and Portfolio Manager with The de Burlo Group at The de Burlo Group. He possess expertise in portfolio management, asset allocation, financial services, alternative investments, investment strategies and 7 more skills. He is proficient in Spanish, French, Portuguese. Colleagues describe him as "Michael is an effective, hardworking and results oriented manager with a deep understanding of the financial industry. He has a been a tremendous mentor to me over the years. Michael’s most valuable quality as a financial manager is the passion he brings to what he does and who he does it for, focusing on building strong relationships with the clients he serves."

Michael Shade, Cfa's Current Company Details
The de Burlo Group

The De Burlo Group

President and Portfolio Manager with The de Burlo Group
Michael Shade, Cfa Work Experience Details
  • The De Burlo Group
    Portfolio Manager
    The De Burlo Group Jan 2011 - Present
  • Pnc Wealth Management
    Portfolio Manager
    Pnc Wealth Management Jan 2009 - Dec 2010
  • Loomis Sayles
    Portfolio Manager
    Loomis Sayles Nov 2005 - Dec 2008
  • Columbia Asset Management/Fleet Investment Advisors
    Portfolio Manager
    Columbia Asset Management/Fleet Investment Advisors 1999 - 2004

Michael Shade, Cfa Skills

Portfolio Management Asset Allocation Financial Services Alternative Investments Investment Strategies Asset Management Investments Equities Fixed Income Wealth Management Investment Management Investment Advisory

Michael Shade, Cfa Education Details

Frequently Asked Questions about Michael Shade, Cfa

What company does Michael Shade, Cfa work for?

Michael Shade, Cfa works for The De Burlo Group

What is Michael Shade, Cfa's role at the current company?

Michael Shade, Cfa's current role is President and Portfolio Manager with The de Burlo Group.

What is Michael Shade, Cfa's email address?

Michael Shade, Cfa's email address is mi****@****ast.net

What schools did Michael Shade, Cfa attend?

Michael Shade, Cfa attended Northeastern University, Washington University, St. Louis.

What skills is Michael Shade, Cfa known for?

Michael Shade, Cfa has skills like Portfolio Management, Asset Allocation, Financial Services, Alternative Investments, Investment Strategies, Asset Management, Investments, Equities, Fixed Income, Wealth Management, Investment Management, Investment Advisory.

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