Mike is a Senior Partner and co-founder of Charlesmead Advisors, LLC, and is Managing Partner at Balhoff & Williams, LLC, a professional services firm that provides financial-regulatory consulting and advisory services to companies, investors and policymakers in the communications and energy industries.
Before founding Charlesmead Advisors and the predecessor firm to Balhoff & Williams, Mike headed the Technology and Telecommunications Equity Research Group at Legg Mason and, in the final seven of his sixteen years as a senior analyst and managing director at Legg Mason, he covered equities in the incumbent local exchange carrier industry.
Prior to joining Legg Mason in 1989, Mike taught as a graduate and undergraduate teacher. Mike has a doctorate in Canon Law and four master’s degrees, including an MBA—concentration finance—from the University of Maryland. He is a CFA charterholder and is a member of the Baltimore Security Analysts Society. Mike has been named in six annual awards as a Wall Street Journal All-Star Analyst for his recommendations on the Telecommunications industry. His coverage of telecommunications, and especially rural telecommunications, was named by Institutional Investor magazine as the top telecommunications boutique in the country in 2003.
Mike is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA SIPC. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.