Investment Performance Analysis

Mike Meehan, CFA

​Mike holds a B.A. from Dartmouth College and an M. B. A. in Finance from the Rochester Institute of Technology. He was awarded the prestigious

C. F. A. designation (Chartered Financial Analyst) in 1982 and has been actively involved in money management and investment analysis since his first job at Manning and Napier Advisors (based in Rochester, NY) in 1978. He currently serves on the Endowment/Investment Committee, as well as Vice-Chairman of the Stewardship/Finance Committee at Roser Memorial Community Church in Anna Maria, FL. Recently, Mike completed an exhaustive analysis of a large and underperforming charitable foundation portfolio managed by a bank trust deparment. That stimulated him to start Investment Performance Analysis, LLC, which provides investment insight free of any conflict of interest to investment committees, trustees and private investors. Strict confidentiality is maintained and character references are available upon request.