Our Team
Mike is a seasoned executive with deep expertise in portfolio & risk management for institutional investors, alternative investments, and ESG integration. He boasts a diverse career across public equities, mergers & acquisitions, and leadership roles at companies such as Federated-Hermes, Global Currents, Smith Barney, and Citigroup. Notably, he launched Hermes North America's responsibility efforts, co-founded an investment management firm, and grew an investment consulting division to over $220 billion AUM. Passionate about learning and innovation, he has contributed to initiatives like the CIMA program and authored publications on risk management. Mike brings extensive experience, strong leadership skills, and executive coaching skills including supporting teams to solve problems.
*CIMA certified from 1992 – 2022, currently re-certifying.
Our Advisory Board
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Timothy Kneen, CIMA
Co-Founder of Lumina Consulting, former Director at Citi Institutional Consulting and co-founded IFAM Capital, now part of Focus Financial Partners.
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Jeff Shipley
Co-Founder Lumina Consulting, former Executive Vice President and Senior Managing Director: Mountain Northwest and Central Regions at Wells Fargo.
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Maxwell Smith
Co-Founder Lumina Consulting, and former Vice President at IFAM Capital.
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Lisa Lenza
Former Managing Director at UBS and Chief Operating Officer at Global Currents Investment Management.
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Mike Coolahan, CIMA, AIF
Former Managing Director at ClearBridge Investments and Regional Sales Director and Global Marketing Manager at Morgan Stanley
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Stuart Browne
Former Managing Partner Kastle Capital Hedge Fund and Chief Investment Officer at SB Family Office