Michael Catarina, CFA®

Professional Designations & Registrations:
Chartered Financial Analyst (CFA^®)
FINRA Series 7 & 63

Life & Annuity Producer's Licenses

Education:
Florida State University
Bachelor of Science in Finance

About:

Michael Catarina brings an institutional approach to portfolio management for individuals and families — built through years at Parametric, a Morgan Stanley firm. At Parametric, he served as a Portfolio Manager specializing in tax-aware direct indexing and security-level tax-loss harvesting.

Michael earned his Bachelor of Science in Finance from Florida State University and holds the Chartered Financial Analyst (CFA®) designation. He also maintains FINRA Series 7 and 63 registrations and is licensed in life and annuity products.

Michael takes a planning-first approach, helping clients define what their investments actually need to do — whether that’s supporting retirement income, preserving wealth, or continuing to grow assets over time. From there, he organizes portfolios around those objectives in a way that can be maintained consistently as markets and circumstances change.

Many of the people he works with have accumulated investments over time across different accounts and over many years. While the underlying investments are often solid, they are not always organized with a clear strategy in mind. Michael’s work typically begins with a portfolio diagnostic to clarify what a client owns and how it is functioning today — and from there, to build a more intentional framework designed to support real financial goals and adapt as those goals evolve.

Personal:

Michael was born and raised in Smithfield, Rhode Island, and attended La Salle Academy in Providence. He lives in Rhode Island with his wife, Kaylee, and their son. Outside of work, he enjoys spending time with his family, playing golf, and traveling.