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Bailey, Matt
Broderick, Mike
Cieslak, Peter
Cohen, Charles
Feld, Jeffrey
Fitzpatrick, Kristen
Glover, Steve
Hodges, Kevin
Jones, Susan
Katz, Avrum
Kayman, Brian
Knakmuhs, Ron
Levy, Cecil
Liakatas, Fotene
Lyons, Irwin
Mace, Andy
Madden, Steve
Max, Ricky
Mendez, Ignacio
Niforatos, Dan
Pawlan, Mitch
Pearlstein, Ross
Perlman, Todd
Phalin, Marianne
Piotrowski, Theresa
Powers, Chris
Radin, Michael
Rediger, James
Render, Tad
Sabin, Bob
Schreiter, Adam
Wiersema, Bill
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Principal
Michael R. Broderick, CPA, MBA
Responsibilities
Mike is a Principal with the firm
and has responsibility for MCC Financial Advisors. Mike advises clients on managing their wealth and related wealth management issues. His role includes financial planning
and consulting, portfolio design, asset allocation, investment analysis and implementation, preliminary estate and tax reduction strategies, evaluation of diversification techniques, and working with his team of experts to design efficient trust, estate and family office plans.
Relevant Experience
Mike has more than 21 years of industry experience covering a broad spectrum of financial advisory capacities. He has worked with numerous family offices and wealthy individuals to diversify out of concentrated stock positions, prepare financial plans, design well diversified portfolios of investments and implement investment strategies.
Prior to his current role, Mike was with JPMorgan Private Bank and Credit Suisse Private Banking, as a Managing Director and Senior Advisor to ultra high net worth clients and family offices in the Midwest. Mike also has experience in investment banking as a Managing Director and Group Head of Asia Pacific TMT Investment Banking with JPMorgan in Hong Kong. Additionally, he spent time in New York City with Merrill Lynch as a Vice President in Mergers and Acquisitions.
Education and Professional Activities
Mike received his MBA in Finance from Duke University’s Fuqua School of Business in 1992 and BBA in Accounting from the University of Wisconsin in 1987. Mike is a Certified Public Accountant and
also spent time in the audit and tax group
of PricewaterhouseCoopers in Chicago.
Contact:
mbroderick@millercooper.com
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