View in portrait for best experience

Mike Little

Operations Manager

Mike Little started as Operations Manager of The Berry Macknowski Team at Moneta in August of 2022. Prior to joining Moneta, he spent the better part of 27 years as a Manager and Director of Operations and Trading for JP Morgan and Citizens Securities servicing both retail and institutional clients. Over his career, he has acquired multiple securities licenses and certifications.

Mike graduated from Worcester State University with a bachelor’s degree in Economics. During his time in college, he played football, travelled abroad, and worked part time building and resurfacing tennis courts while funding his college degree.

Mike and his wife live with their two children in Shrewsbury, Massachusetts, where he was born and raised. Prior to moving back to Shrewsbury, he lived in Boston for 10 years. In his free time, Mike enjoys working in the yard, fishing, golfing, and spending time with his family.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

VIEW ALL ARTICLES

Let’s make every moment count together…