Boston, MA
Newport, RI
Pawtucket, RI
Providence, RI
Waltham, MA
Michael A. Trotter
Chief Investment Officer
Helping individuals and families with their investment strategy makes every day at KLR Wealth exciting, different and fun. I’m proud to be part of a team that truly enjoys helping people think strategically about their future.
Background
- Proven investment professional with over 10 years of experience as a fund manager and strategist.
- Most recently, he served as the Chief Investment Strategist at Patriot Financial Group.
- Previous experience includes serving as Chief Investment Officer at The Patriot Financial Group, LLC, Vice President and Chief Investment Strategist at Citizens Securities, Inc. and Senior Analyst/Portfolio Manager at ProShare Advisors and The Vanguard Group.
Professional
- BSBA degree in Finance, Bloomsburg University of Pennsylvania
- BA degree in Business Economics, Bloomsburg University of Pennsylvania
- CFA Society Boston
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