Mike Shade

President chez The de Burlo Group, Inc.

Profil

Mr. Michael E.
Shade, CFA MBA, is a President & Portfolio Manager at The de Burlo Group, Inc. He joined the firm in 2011 as a Senior Portfolio Manager with the equity investment team.
He serves on the firm’s management team as President and serves as a board member.
Mr. Shade is a member of the firm’s portfolio management team, focusing on equities, and he manages equity research activities.
He has twenty-four years of experience working as a portfolio manager at a number of Boston-based firms, Mr. Shade worked at Loomis Sayles and Columbia Asset Management, where he managed endowments, faith-based organizations, corporate retirement systems, and individuals.
Working as a CPA, he conducted audits for companies and assisted individuals in tax planning, estate planning, and financial planning.
He studied Economics and history at Washington University in St. Louis and earned a Master of Business Administration degree, as well as a Master of Science degree in Accounting from Northeastern University.
He has earned the Chartered Financial Analyst and the Certified Public Accountant designations.
Mr. Shade is a member of the CFA Society Boston, the CFA Institute, and served on the CFA Society Boston Wealth Management Committee.

Postes actifs de Mike Shade

Sociétés	Poste	Début
The de Burlo Group, Inc.	President	01/01/2023

Formation de Mike Shade

University of Washington	Undergraduate Degree
Northeastern University	Graduate Degree