Mike has managed the financial affairs of high-net-worth individuals for over 40 years. He has a unique background in both wealth management planning and the banking industry as a private banker, commercial banker and real estate lender.

With this experience, Mike not only works closely in structuring a client’s balance sheet, but he has also forged strong, long-lasting, multigenerational relationships with our clients’ extended families, attorneys and accountants. His primary clients include medical professionals, their practices, entrepreneurs and real estate professionals.

Mike received a bachelor’s degree in finance and an MBA from Iona College in New Rochelle, New York.

Mike is serving his third term as a trustee on the Lakeland Central School District Board of Education where he sits on the audit and capital improvement committees. He is also an honorary board member and founder of The Danny Fund and the former director of the Shrub Oak Athletic Club girls basketball program. Mike and his wife, Christine, reside in Yorktown Heights, New York, and have three daughters.