About Michael J. Bertrand
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48-54 East Gordon
Bel Air, Maryland 21014
410-893-0560 or 800-999-8609
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DIRECTOR OF OPERATIONS
Michael J. Bertrand, FPQP™
As Director of Portfolio Management, Michael is responsible for overseeing the daily operation of all client investment accounts, providing leadership and advice on all matters of compliance and ethical standards. He has a B.S. in Business Administration with a concentration in Finance from York College of Pennsylvania.
Michael is a Financial Paraplanner Qualified Professional™ as well as a Licensed Registered Representative having successfully passed his Series 7 licensing exam. He also is a member of Cambridge Investment Research, Inc.’s National Operational Council and the Albridge Wealth Reporting Council.
Michael is a 2013 graduate of the Harford Leadership Academy and a Third Degree member of the Knights of Columbus and has been recently elected to the Board of The ARC NCR. Michael coaches travel baseball for Joppatowne Recreation Council and is a certified baseball umpire.