Michael J. Bertrand, FPQP®
Vice President of Trading, Operations & Portfolio Administration
From early childhood, Michael has displayed empathy and concern for others. He has always been the one people turn to in tough and not-so-tough times. His compassionate personality lends itself to listening to others’ concerns and issues, and providing understanding.
His thoughtful attention serves him well as director of portfolio management. In this position, he is responsible for overseeing the daily operation of all client investment accounts, providing leadership and advice on all matters of operations, compliance and ethical standards.
Michael is a Financial Paraplanner Qualified Professional™ and received his BS in business administration with a concentration in finance from York College of Pennsylvania.
Michael is a graduate of the Harford Leadership Academy and a Third Degree member of the Knights of Columbus. He also is an elected director of the Foundation Board of the ARC NCR. He is married with three children who all attend Towson University. Michael enjoys coaching travel baseball, which he has done for over 30 years; fishing; and spending time with family.