Michael Gawlik, CFA
(He/Him)
Trading & Operations Associate
Mike is the Trading & Operations Associate at Francis Financial and brings more than 35 years of experience in investment research and portfolio management. Mike manages daily firm-wide trading, rebalancing, and reconciliation while supporting senior advisors in the ongoing management of client relationships. His background combines fundamental analysis with hands-on expertise in portfolio construction, asset allocation, and investment systems. Throughout his career, Mike has helped guide investment strategies and financial planning solutions for high-net-worth families, foundations, and institutional portfolios across multiple asset classes.
(Visited 18 times, 1 visits today)