Mike Brown in

Mike Brown

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Principal | Financial Advisor at CAPTRUST
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
48 Years
Current Role
Principal | Financial Advisor
Job Level
Senior
Location
Boston, Massachusetts, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2024
Principal | Financial Advisor
CAPTRUST
5-2021 - 12-2024
Vice Chairman and Managing Director
Boston Financial Management, LLC
1-2009 - 5-2021
CEO and President
Boston Financial Management, LLC
5-2006 - 5-2009
Former Chairman of the Board
Massachusetts Society of CPAs, Inc.
6-2006 - 12-2008
Managing Director
Marcum LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1977 - 1981
JD
New England Law | Boston
1973 - 1976
BA
College of the Holy Cross
1972 - 1973
Business Administration and Management
University of Houston
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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