Investment Strategies
Financial Planning
Tax Planning
Relationship Management
Clark University, Young Alumni Association
Michael is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals and corporate executives
He strives to give each task the necessary care and attention to detail. When working with a client or a colleague, Michael finds value in understanding the issues at hand and finding solutions to help clients and colleagues make informed decisions.
Prior to joining The Colony Group, Michael worked as an assistant operations manager for a financial advisory firm where he oversaw a team of associates and assisted with the day-to-day aspects of the business.
Michael earned a Masters of Business Administration with a concentration in Management and Finance and a Bachelor of Arts in Business Management from Clark University. He holds his Series 65 license and was a student-athlete who played baseball for all four years.
Outside of the office, Michael likes to work out, an activity he finds relaxing at the end of a workday. He also enjoys golfing and skiing with his friends and spending time with family. Despite being from New York, his favorite professional team is the Houston Astros.