About Mike Puls
ARBOR Financial Services was founded by Michael Puls in the summer of 2003. ARBOR grew out of Michael's deep desire to provide clients with the personal, one-on-one expertise and guidance they need to pursue their financial and life goals.
As a 20-year veteran of the financial services industry, Michael uses his skills as a corporate and mortgage lender and financial consultant. He has worked for Fortune 500 companies such as Pitney Bowes, Wells Fargo, and Merrill Lynch.
In light of the excesses and scandals in the corporate world in the late 1990s, Michael developed an investment discipline geared toward socially responsible investing—the fastest-growing investment discipline on Wall Street. ARBOR clients own investments that are not only screened for good public stewardship, but also for good corporate governance practices and good growth possibilities.
ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR strives to provide clients with an extremely positive experience.
Commonwealth Research Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Management and Research
Peter Essele, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Director, Equity Research
Nicholas Follett
Manager, Fixed Income
Brian McCormick, CIMA®
Manager, Investment Management and Research
Fred DeBaets
Portfolio Manager, Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Andrew Kitchings, CAIA, ERP
Portfolio Manager, Investment Management and Research
Anu Gaggar, CFA®, FRM®
Senior Research Analyst, Equity
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Chris Stuart, CFA®
Senior Research Analyst, Equity
Eduardo Ciuffo, CFA®
Research Analyst, Real Assets
Sam Millette
Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Rob Swanke, CFA®, CAIA
Research Analyst, Fixed Income
Peter Roberto
Research Associate, Equity
Tom Scarlata
Research Associate, Investment Management and Research