MICHAEL E. SHADE,  CPA, CFA Senior Vice President & Portfolio Manager

Michael Shade joined The de Burlo Group, Inc. in January 2011 as Senior Portfolio Manager. He currently serves on the firm’s management team as Senior Vice President and Board Member. Mike is also a member of the firm’s portfolio management team. He has had approximately twenty years of experience working as a portfolio manager at several Boston-based firms. While at previous companies including Loomis Sales and Columbia Asset Management, Mike managed approximately $700 Million of client assets for corporate retirement systems, foundations, endowments, churches and individuals. As a CPA, he has conducted audits for companies and has assisted individuals in tax planning, estate planning, and financial planning.

 

Mike studied economics and history at Washington University in St. Louis and has earned an M.B.A. degree and Masters of Science in Accounting from Northeastern. He has earned the Chartered Financial Analyst and the Certified Public Accountant designations. Mike is a member of the CFA Society Boston.

 

Mike serves as the Treasurer and Executive Board Member for the United States Tennis Association of New England. In addition, he heads the finance committee and is a member of the Investment Committee and School Committee. Mike served as a Board Member and Treasurer of the Hispanic American Chamber of Commerce. He was a founding member and the first President of the Boston Chapter for the National Society of Hispanic MBA’s. In Newton, he was a vestry and investment committee member of Trinity Episcopal Church and served as a board member and Tennis Chairman of the Neighborhood Club. He volunteered as a math tutor for students involved in the Year Up Program in Boston and was a coach for Newton Girls Soccer.

 

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!