MICHAEL E. SHADE,  M.B.A., M.S., CFA Senior Vice President & Portfolio Manager 

 

Michael joined The de Burlo Group, Inc. in January 2011 as Senior Portfolio Manager with the equity investment team. 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 and manages all research activities. He has twenty-one years of experience working as a portfolio manager at a number of Boston-based firms. Mike worked at PNC Wealth Management in Boston and Loomis Sayles as a portfolio manager for institutional clients from 2004 through 2010. During the 5 years prior to 2004, he was a portfolio manager at Columbia Asset Management, where he managed approximately $700 million of assets for foundations, endowments, churches, corporate retirement systems, and individuals. As a CPA, he conducted audits for companies and assisted individuals in tax planning, estate planning, and financial planning.

 

Mike studied economics and history at Washington University in St. Louis and has earned a Master of Business Administration degree, as well as a Master of Science degree in Accounting from Northeastern in Boston. He has earned the Chartered Financial Analyst and the Certified Public Accountant designations. Mike is a member of the Boston Security Analyst Society, the CFA Institute and served on the BSAS Wealth Management Committee.

 

Mike served as the treasurer and executive board member for the United States Tennis Association of New England. In addition, he headed the finance committee and was 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!