Mike Jervis

Mike Jervis, CFA has extensive work experience in the financial industry. Mike currently holds the position of Head of Client Consultants - North America at Confluence since 2022. Prior to that, from 2006 to 2021, they served as the Senior Director and Head of North American Client Success at Investment Metrics, where they played a crucial role in providing software solutions to investment professionals. Before joining Investment Metrics, Mike worked at Fidelity Management & Research as a Senior Portfolio Analyst from 1998 to 2006. Mike also held the position of Vice President and Senior Consultant at Advest Custom Consulting from 1997 to 1998. Additionally, Mike worked at Evaluation Associates as an Associate Consultant and Director of Mutual Fund Research from 1996 to 1997. Mike began their career in 1988, working in Accounting & Administration at Plymouth Rock Assurance Corporation until 1996. Throughout their career, Mike has demonstrated their expertise in finance, investment analysis, and client consulting, making him a valuable asset in the industry.

Mike Jervis, CFA obtained their Bachelor of Arts (BA) degree in Political Science from the University of Vermont in 1988. Mike later pursued their MBA in Finance at Suffolk University - Sawyer Business School from 1990 to 1993. In addition to their formal education, Jervis is also a Chartered Financial Analyst (CFA), certified by the CFA Institute. The specific month and year when they obtained this certification are not provided.