Michael Engel, CFA, CIMA®

Michael L. Engel is a Senior Vice President, Institutional Consulting Director and Corporate Retirement Director working out of the team’s Washington, D.C. office. Mike has more than 30 years of experience focusing on institutional consulting. He is committed to providing tailored investment solutions and customized institutional advice to nonprofit organizations, foundations and endowments. He also brings this institutional experience to select high net worth clients.

As an Institutional Consulting Director, Mike strategically uses his vast knowledge and experience to provide customized services to institutions across the country. These services include Investment Policy Statement review and development, evaluating fund performance, investment manager selection, and fiduciary best practices. Mike also has significant experience in corporate retirement planning.