Grate

Mike Grater

CFA, CPA

“I enjoy wearing multiple hats, constantly learning, contributing to the team, and making a difference for the diverse client base we serve.”

Mike’s a doer and leads by example. He runs or lifts most mornings. He’s a College Now Greater Cleveland mentor, walking alongside students to help them succeed in higher education. He roots for his Cleveland sports teams with a passion, but for Mike, family comes first.

A close second might be Mike’s affinity for spreadsheets. If something can be put on a spreadsheet, Mike’s got one, especially if the output optimizes Highland’s approach to delivering investment research, reporting and consulting services.

“There’s a multiplier effect with our work that brings me satisfaction. I strongly believe the expertise we provide benefits individuals and organizations far beyond those we interact with directly.”

Experience

  • Relevant experience since 2009
  • With Highland since 2013

Education

  • BA, Baldwin Wallace University, Magna Cum Laude
  • MBA, Baldwin Wallace University, Magna Cum Laude

Membership/Association

  • CFA® Charterholder
  • CFA Institute
  • CFA Society of Cleveland
  • College Now Greater Cleveland, Mentor