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Mike Lawrence

CFA®
Portfolio Manager
Contact Mike

Meet Mike

 

Mike is a portfolio manager for the QBI Investment Team at Carson Group. He manages and oversees the QBI Low Volatility strategies.

Mike brings more than two decades of experience with systematic strategies to Carson, including 16 years as a portfolio manager with Chicago Equity Partners. There, he led a four-member equity portfolio management team responsible for the oversight of more than $1 billion in domestic and international equity strategies.

He earned his bachelor’s degree and MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

In his free time, Mike enjoys spending time with his family, biking, running and pickleball.

 Mike is a non-registered associate with Cetera.

What is your favorite food:

Chicago-style pizza

If I could meet anyone, past or present, it would be:

John F. Kennedy

What motivates you:

Continuing to learn new things

How will you
enrich your world?

The first step is always the hardest, so we’ll make it easy. Set up a complimentary consultation so we can get to know each other, and look at how our team can help you plan for your priorities. It all starts with a simple conversation.