Michael E. Shade, CFA

President & Portfolio Manager

Professional Experience

Mike has served as The de Burlo Group’s President since 2019. Over the past 15 years, Mike has also worked as a Senior Portfolio Manager at The de Burlo Group and he currently manages our clients’ equities portfolios. As a member of the portfolio management team, he also leads the firm’s asset allocation strategy and the equity research activities.

Mike is a member of the environmental, social, and governance research team, which evaluates the investment merits of holdings in our clients’ portfolios and ensures that each investment adheres to their needs.

Mike has worked as a portfolio manager for institutional clients such as retirement systems, foundations, and endowments over the past 29 years, including at other Boston-based firms such as Loomis Sayles and Columbia Asset Management. Previously, Mike worked as a CPA at a Big Six accounting firm, conducting audits for companies and assisting in corporate financial planning.

Education

Mike studied economics and history at Washington University in St. Louis and earned a Master of Business Administration degree, as well as a Master of Science degree in Accounting from Northeastern University. He has earned the Chartered Financial Analyst and the Certified Public Accountant designations.

Community Involvement

Mike currently serves on the Board of Directors and the Finance and Governance Committees of Eastern National, an organization that provides financial support to our National Parks and Historic Sites.

He currently serves as the Assistant Treasurer and a vestry member of Church of the Redeemer in Chestnut Hill and as the Treasurer and a board member of the Longwood Covered Courts in Chestnut Hill.

In the past he served as the Treasurer and an executive board member of the United States Tennis Association, New England and he was a founding member and the first President of the Boston Chapter of the National Society of Hispanic MBAs. He was also his daughter’s coach with Newton Girls Soccer. Mike is a member of the CFA Society Boston, the CFA Institute, and served on the CFA Society Boston Wealth Management Committee.