Client Advisor and Branch Manager
Currently the Client Advisor and Branch Manager for the Ann Arbor office, Neil has enjoyed a diverse career in finance for his entire professional life. Upon graduation from Lawrence Technological University in 1979, he was a practicing Certified Public Accountant with an international firm for 12 years. After a stint as CFO of a private transportation company, he has been a practicing wealth manager for over 25 years, serving families, individuals and businesses in planning and solving their financial objectives. Prior to joining Mercer Advisors, Neil was the founder and president of Arbor Asset Management LLC, a Registered Investment Advisor. He was also the co-portfolio manager of Highwood Partners LP, a private investment partnership. In addition to being a CPA, Neil holds the FINRA Series 65 License.