Michael Freeman is a Private Wealth Portfolio Analyst at QTR Family Wealth. In his role, Mike collaborates with the team to build customized portfolios, develop investment strategies, and ensure successful implementation for clients. His expertise in modeling balance sheets and cash flow helps clients effectively plan for their financial goals.
Mike is a Certified Investment Management Analyst (CIMA®). Before joining QTR Family Wealth, Mike served as a Senior Financial Representative focusing on retirement plans and worked as an Investment Analyst with the Hunter Group at Merrill.
He holds dual bachelor’s degrees in Finance and Business Management from the University of North Florida, where he also played baseball. A native of New Port Richey, Mike now resides in Sanford. He enjoys golfing, basketball, cooking, and spending time with his family and friends.
Discover blogs, videos, community service updates, and current market insights—all crafted to provide clarity on the financial topics that matter most to you.
Videos
Jan 15th, 2025
Discover the core values and strategies that make QTR Family Wealth stand out. This video dives into our unique approach to wealth management and how we prioritize your financial goals.
Videos
Jan 15th, 2025
Get to know QTR Family Wealth—who we are, what sets us apart, and the personal stories that drive our commitment to exceptional service and personalized financial guidance.
Blogs
Jan 10th, 2025
Preparing your business for a transition? QTR Family Wealth shares essential steps to streamline the process, maximize value, and plan your post-sale future with confidence.
Blogs
Jan 10th, 2025
Private markets offer higher returns and exclusive opportunities beyond public markets. At QTR Family Wealth, we craft personalized strategies to help you diversify your portfolio and build a lasting legacy for your family.
