Michael’s career in the financial services industry spans nearly thirty years. His roles have included middle market institutional sales, sales manager, and private wealth advisor. Through these roles he has developed an in-depth understanding of equity capital markets and personal portfolio management strategies. He strives to provide each of his clients with excellent financial advice and exceptional personal service on a daily basis.
Michael holds a Bachelor of Arts degree in finance from Loyola University, Maryland. He passed the Series 6, 7, 9, 10, 31, 63, and 65 exams and is a Certified Financial Planner (CFP®).
After graduating from Loyola University, Mike settled down in Berwyn, Pennsylvania, where he currently resides with his wife of 29 years. His three children; Addy, Thomas and Matthew, include a recent Loyola graduate, an Education major at Scranton University and a LTJG in the Unites States Coast Guard.
He takes pleasure in visiting our nation's National Parks, hiking the White Mountains and scuba diving with friends and family.