Michael specializes in crafting tailored financial strategies to help CEO Founders, Entrepreneurs, Family Business Owners, Executive Women, Widows/Widowers, LGBTQ+, Non-Traditional Families, Attorneys, Doctors, Technology Professionals and US Based Ex-PATS achieve their goals.
Michael began his wealth management career in 2005. He is passionate about building long-term relationships with clients and crafting a unique personalized plan for them.
In 2009, Michael was elected to serve on the FSIX Board of Directors as their first straight ally board member for two years. FSIX was founded in 1983 as the New York Bankers Group which was dedicated to creating networking events to foster LGBT equality in the financial services industry by partnering with major organizations and LGBT community groups.
Michael began his wealth management career in 2005. He is passionate about building long-term relationships with clients and crafting a unique personalized plan for them.
In 2009, Michael was elected to serve on the FSIX Board of Directors as their first straight ally board member for two years. FSIX was founded in 1983 as the New York Bankers Group which was dedicated to creating networking events to foster LGBT equality in the financial services industry by partnering with major organizations and LGBT community groups.
As a proud participant of multiple PRIDE committees throughout his career at MassMutual and PIMCO —enriching his approach and ensuring inclusivity in all financial planning aspects—his areas of specialization include:
- Tax Planning Strategies, Tax Efficient Withdrawal Strategies, Tax Efficient Investing
- Estate Planning Strategies for Individuals, Business Owners, Traditional and Non-Traditional Families, Business Owners, Widows/Widowers, LGBTQ+ and Special Needs Children.
- Investment Management (Discretionary & Non-Discretionary)
- Traditional and Alternative Investments
- Risk Management- Insurance Policy Reviews for Life, Disability and Long-Term Care
- Employer Sponsored Retirement Plans
- Pensions
- Social Security Optimization
- Medicare planning & premium calculation
After graduating from the University at Buffalo in 2005 he held positions with JPMorgan Chase, Alliance Bernstein, MassMutual, PIMCO and Fidelity Investments.
Michael leverages his diverse work experiences to help clients achieve financial security and peace of mind.
He holds the CFP®, CIMA®, and CAIA® designations, demonstrating his commitment to excellence and continuous learning in the field of finance. He holds the Series 6, 7, 63, 65, and 24 licenses along with the Life, Health, Accident Insurance licenses.
Michael lives on the Upper East Side in Manhattan with his wife Hillary and their two children. For fun he enjoys snowboarding, tennis, biking, listening to music and spending time his family and friends.