Blaise is a Business Development Consultant for the Midwest region, working under Regional Director Sean Marrin. He holds Series 7 and 66 licenses and the Certified Investment Management Analyst® designation. CIMA® professionals provide objective investment advice and guidance to individuals and institutions, and have met extensive experience and ethical requirements.
He joined our team in 2019 from Charles Schwab, where he worked within their advisor services division as a relationship manager covering the Great Lakes region. He began his career in Boston, working for Eaton Vance, a large asset management firm, as a sales support representative, internal wholesaler and team leader. He is a graduate of the University of Dayton.
Blaise is a Detroit native and avid Detroit sports fan. His hobbies and interests include skiing, golfing and playing paddle tennis. He lives in the greater Detroit area with his wife, Elizabeth. They are expecting their first child in January 2020.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.