Michael Baldwin, CFA, CFP®, EA, CPC, CEPA, QPA, QKC, QKA

Michael Baldwin brings a multidisciplinary background in providing services to investment research, institutional sales, corporate finance, and strategic operations to his work. He has supported financial advisory firms, multinational corporations, and private enterprises through initiatives ranging from M&A analysis to enterprise transformation and technology modernization.

Michael has held roles in global financial services, manufacturing, and maritime operations. 

Michael and his wife, Alaina, relocated back to Northville after five memorable years immersed in the festivals, parades, and culture of New Orleans. They now spend most of their time chasing around their young son, Trip, and doing their best to soak up the joys of both new parenthood and life back in Michigan.

Michael is a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Certified Exit Planning Advisor (CEPA). He also holds the Certified Pension Consultant (CPC™), Qualified Pension Administrator (QPA™), Qualified 401(k) Consultant (QKC™), and Qualified 401(k) Administrator (QKA™) designations. In his spare time, he’s working on another ambitious challenge: learning to make a halfway-decent pizza on his Ooni.