As an Associate Financial Advisor, Michael brings a competitive drive, strategic mindset and team approach to assist in investment management services, client onboarding, and performance reporting. He plays an integral role in the navigation of clients through the financial planning experience and is committed to pursuing the best strategies based on individual client goals.
Michael graduated from University of Massachusetts Amherst, Isenberg School of Management with a Bachelor’s degree in Finance. He holds the SIE and FINRA 7, 63 & 66 licenses.
Mike resides in Waltham, MA. During his free time, Mike enjoys playing hockey, lacrosse, coaching and spending time at Ossipee Lake with family and friends.