Chief Financial Officer
Mike is the Chief Financial Officer of Capstan Tax Strategies. With over 20 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike is uniquely qualified to oversee all aspects of Capstan’s financial and operational strategy. Known for his sincerity, creativity, and upbeat “can-do” style, Mike’s ability to turn relationships into solutions is one of his greatest strengths.
Mike’s skillful business analysis and strategic planning help Capstan chart its own course for success. He is constantly looking for ways to increase the notable Capstan efficiency, both by methodically evaluating operations and by implementing new technologies to enhance productivity. Mike’s varied experience has provided him with the knowledge required to accurately project Capstan’s economic forecast. His decades of creative problem-solving have supplied him with the critical skills necessary to ensure that the forecast remains “sunny.”
Before joining the Capstan team, Mike worked with tax, software, medical, telecom, and pharmaceutical clients, designing and optimizing fulfillment systems, developing customer profitability standards, and orchestrating product launches.
Mike enjoys community service and has been an active participant on Temple University’s Alumni Board of Directors since 2001 recently serving as President of the Fox School of Business Alumni Association from 2011 to 2013. Mike was recently appointed to co-chair the investment committee for the University’s Alumni Association endowment and is a member of the Executive Committee, where he co-chairs the Strategic Planning Committee.
Mike lives in Media, PA, with his wife, Lauren, and their daughter, Chloe. When not volunteering or planning financial solutions, Mike enjoys sailing, trapshooting, running, golfing, and working out.
Mike holds a Bachelor of Science in Economics and Operations Research from Temple University and a Master of Business Administration in Finance from LaSalle University.