About Michael J. Bertrand


Connect with Michael


48-54 East Gordon
Bel Air, Maryland 21014


410-893-0560 or 800-999-8609
(Fax) 410.838.3287

  Check the background of this investment
professional at FINRA’s BrokerCheck.


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.