Mike joined Harbour in November 2015, bringing past work experience in the financial and technology industries. As our Information Systems Specialist, Mike strives to help our advisors utilize technology solutions as efficiently as possible. In his time at Harbour, Mike has provided ongoing training and support for various systems used by our Advisors including Morningstar Office, Docusign, Laserapp, Redtail CRM, and Office 365 among others. After obtaining the Salesforce System Administrator Certification, Mike has stepped into the role of Harbour’s system administrator for Atlas (our Salesforce powered back office system) and oversees its continuous development. In addition, Mike has earned the Series 7, 66 & 24 licenses, and is a member of Harbour’s cyber security team, Technology + Next Generation Advisory Board Subcommittee, and Morningstar Wealth’s Advisor Experience Council.
Mike particularly enjoys the family atmosphere at Harbour, and values working alongside our advisors and their assistants to help them get the most out of their technology. Outside of work Mike enjoys spending time with friends and family, competing in Triathlons, playing softball, attending live music, and traveling. As a New York native and former college baseball player, he is a diehard New York Mets fan!