About Michael J. Bertrand
Connect with Michael
48-54 East Gordon
Bel Air, Maryland 21014
410-893-0560 or 800-999-8609
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DIRECTOR OF OPERATIONS
Michael J. Bertrand, FPQP™
As Director of Operations, Michael is responsible for overseeing the daily operation of all client investment accounts, providing leadership and advice on all matters of compliance and ethical standards. He has a B.S. in Business Administration with a concentration in Finance from York College of Pennsylvania.
Michael is a Financial Paraplanner Qualified Professional™ as well as a Licensed Registered Representative having successfully passed his Series 7 licensing exam. He also is a member of Cambridge Investment Research, Inc.’s National Operational Council and the Albridge Wealth Reporting Council.
Michael is a 2013 graduate of the Harford Leadership Academy and a member of the Harford County Community Development Review Board. Michael coaches travel baseball and soccer for White Marsh Recreation Council, and is a certified baseball umpire.