Mike Brown is a wealth management financial advisor based in Boston.
Mike has a passion for client service. He’s responsible for business development, recruitment, acquisitions, and supporting client relationships with team members.
He joined the firm in late 2024, when Boston Financial Management (BFM) became CAPTRUST. At BFM, he served as vice chairman and managing director.
Mike practiced as a certified public accountant and attorney for 25 years, first at KPMG and then at Brown & Brown, CPAs, which he founded. That firm merged to become Marcum/CBIZ.
He earned a Bachelor of Arts degree in economics and accounting from the College of the Holy Cross, and his Juris Doctor from New England Law School.
When not at work, he enjoys playing golf and spending time with his children and grandchildren.
Education
- Bachelor of Arts, economics and accounting, College of the Holy Cross
- Juris Doctor, New England Law School
Industry Designations
- Certified Public Accountant
Memberships
- Chairman, Massachusetts Society of CPAs
- Former Treasurer, Community Work Services for the Disabled
Awards & Recognition
- Boston Estate Planning Council Estate Planner of the Year, 2015