Invests in
Locations:
Min Investment:
$500,000.00Max Investment:
$1,000,000.00Target Investment:
$750,000.00
Skills
Education
- HK
Lists including Mike
Work Experience
2010
Partner
2010
Blu Venture Investors provides angel and early-stage investments to companies in the mid-Atlantic area.
Managing Partner
2008
A consulting firm serving financial services companies in private banking, wealth management, retirement services and insurance.
2011
Partner
2011
WISE Gateway provides strategic advice and guidance to wealth managers by gathering, analyzing and reporting on key operational benchmarks.
2011
Board Observer
2011
2015 - 2017
Member of the Advisory Board
2015 - 2017
WashingtonFirst Bank is a community bank serving retail and business clients across the metro DC area.
2009 - 2017
Chairman of the Board of Directors
2009 - 2017
1st Portfolio is a comprehensive wealth management service and a subsidiary of WashingtonFirst Bank. Based in Fairfax, Virginia, the firm serves clients throughout the metro DC area.
1989 - 2008
Executive Director, Financial Services Practice
1989 - 2008
Led the Financial Services pracitice, which included research programs in wealth management, investment management, retail banking, commercial banking, operations, insurance and retirement services.