Mike brings over 14 years of experience in the financial consulting industry when he assists mid to large employers design, implement and manage cost-effective and administratively sound strategies for their domestic and international benefit programs. Mike also has deep experience assisting employers with their mergers and acquisition needs as well as providing benefits and insurance consultation to Private Equity firms.
By utilizing a quantitative, data-driven approach, Mike helps employers to understand the current financial position of their plan, identify cost drivers, derive projections, quantify the financial impact of plan changes and develop and implement a multi-year strategy.
Mike leads a team of diverse, experienced and talented JR KATZ professionals with backgrounds in human resources, accounting, finance, risk management and benefit administration technology to deliver our clients a full suite of benefits, HR and administrative solutions.
Prior to working at JR KATZ, Mike spent several years working for Arthur Andersen and Deloitte & Touche with a specialization in corporate finance and mergers and acquisitions. He holds a B.A. in Finance from the University of Wisconsin-Madison and an M.B.A. in Finance from the University of Chicago. Additionally, he holds several FINRA securities licenses. Mike is also a member NFP's Benefits Advisory Council, a committee of NFP firm principals designed to help chart the course and direction for NFP's global corporate benefits practice.
* Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. JR KATZ is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.