Michael S. Aloian

Portfolio Management Team
Chairman, Investment Committee

“When you always do the right thing for a client and find the right balance of risk and reward, the relationship will strengthen over the long term.”

  • 35 years of investment experience
  • Managed funds for Institutional, Foundation and High Net worth clients
  • CFA Institute member and past Chairman of the Orlando CFA Society
  • Former Board member of Florida Bankers Association
  • Former Chairman of the Board, Florida Bankers Educational Foundation
  • Former Chairman and present Board member, Bok Tower Gardens
  • Tampa Bay Committee of Foreign Relations, Membership Committee
  • Tennis, sailboat racing, and scuba diving

Phone: 941-787-4447