With over 35 years of experience in the financial service industry, Michael is a Senior Vice President – financial advisor and portfolio manager for the Alpha Wealth Management Group at RBC Wealth Management. Prior to joining RBC in 2018, Michael had an extensive career as a successful wealth specialist and consultant at Merrill Lynch and Morgan Stanley.
As a financial advisor, Michael is passionate about providing information on wealth management to high net worth individuals and families of multi generations. He is responsible for overlooking his client's assets and seeking to maximize risk-adjusted returns, while creating personalized financial advice to support his clients' goals and help them secure an economic future. One of his top priorities is building lifelong relationships with his clients by being proactive and accessible.
Michael believes in keeping himself educated with new information throughout his career, so he can advise his clients to the best of his ability. He holds the Certified Investment Management Analyst® (CIMA®) designation, administered by IMCA and taught in conjunction with the Wharton School of Business. He also holds the Certified Portfolio Manager (CPM®) designation, administered by The Academy of Certified Portfolio Managers, taught in conjunction with Columbia University. Additionally, Michael has earned the Certified Plan Fiduciary Advisor (CPFA). This allows him to develop comprehensive retirement plans for his clients through his knowledge of identifying potential problem areas and finding appropriate solutions. In 2019 he earned the designation of the RBC Wealth Management President Council - a select award given to members of the firm for exceptional client service.
Michael graduated from the State University of Albany with a Bachelor’s Degree in Communications. He currently lives in Franklin Lakes, New Jersey and enjoys spending his free time with his family.