PearlStreet Investment Management
Meet Our Team
PearlStreet Investment Management
Meet Our Team
Managing Director/Investments
Barron’s Top 1,000 Advisors, February 22, 2010, February 19, 2011, and February 16, 2013, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither the broker-dealer nor its financial advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Senior Portfolio Analyst
Senior Vice President/Investments
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey, fielded each September. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. A sub-segment of the questions is used to determine eligibility for the Top 100. The list includes advisers deemed to be at the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients, including sponsors of defined contribution, defined benefit, and nonqualified plans. In the large team category, the team would consist of 11 through 35 advisers and support staff and is required to have $3.5 billion or more in retirement plan assets under advisement or 200 or more plans.
FT 401 Retirement Advisers, October 22, 2020. The FT 401 Top Retirement Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
Vice President/Investments; Branch Manager
How We Can Help You
As Vice President/Investments and Branch Manager of PearlStreet Investment Management, Michelle focuses on working closely with businesses, investment boards, plan sponsors, and participants. She is responsible for providing analysis of plan investments, along with sharing industry trend data for the qualified plan market and how that data may impact companies at the plan and participant level. Michelle helps evaluate that data to determine what content is pertinent to individual plan sponsors and how to customize strategies designed to produce better results for the plan.
Michelle wants to learn more about the various aspects of your business, build relationships with the people making your business a success, and take an active role in offering insight and developing educational programs for plan participants to help foster successful investment outcomes.
What Makes Us Knowledgeable
With nearly 30 years of investment industry experience, Michelle spent the most recent years of her career on the institutional investment management side of the industry, working closely with analysts, strategists, and portfolio managers to deliver market guidance and customized investment strategies. She has participated in numerous public speaking engagements, discussing topics around the markets and importance of investing to other financial advisors and investors.
Michelle earned a B.A.B.A. in Finance from The University of Toledo and holds Series 7, 9 & 10, 63, and 66 securities licenses.
Getting to Know Us
Michelle resides in Ada, Michigan, where she takes full advantage of the outdoors developing a homestead along with running and multi-sport. She serves on the board of the Michigan Heroes Museum in Frankenmuth, Michigan, which honors Michigan’s military and space heroes. Michelle also has a passion for participating in triathlons, with the ultimate goal of qualifying for the Ironman World Championships in Kona, Hawaii.
Managing Director/Investments
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey, fielded each September. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. A sub-segment of the questions is used to determine eligibility for the Top 100. The list includes advisers deemed to be at the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients, including sponsors of defined contribution, defined benefit, and nonqualified plans. In the large team category, the team would consist of 11 through 35 advisers and support staff and is required to have $3.5 billion or more in retirement plan assets under advisement or 200 or more plans.
Assistant Vice President/Client Service; Client Relationship Manager
Assistant Vice President/Client Service; Client Relationship Manager
Assistant Vice President/Client Service; Client Relationship Manager
Financial Advisor Associate
Client Service Associate
Client Service Associate
Client Service Associate
Certificates
Licenses
Awards
Education
AR State License
CA State License