Mike is a Senior Vice President - Branch Director at RBC Wealth Management in Jericho, NY. After spending 25 years at Merrill Lynch, he and his team made the decision to join RBC Wealth Management in April of 2021. They chose RBC after almost 2 years of due diligence because they felt the RBC’s client first culture was a perfect fit for their practice. He believes that a goals based approach to Wealth Management is the only way to achieve outcomes that are personally meaningful to each client. Mike has seen firsthand throughout his career what can happen to people who don’t properly plan for their future which is why he is so passionate about what he does.
Mike is a Certified Private Wealth Advisor®(CPWA®) professional. The designation is administered by Investments and Wealth Institute® and taught in conjunction with Emory University. Mike also holds the Chartered Retirement Planning Counselor SM (CRPC®) designation. In addition, Mike was named to the 2019 Forbes' Best-in-State Wealth Advisors list in New York.
Mike graduated from The University of Dayton with a degree in Economics and Finance and was a catcher on the Dayton baseball team. In his earlier years, he attended Chaminade High School.
He now lives in Woodbury, NY with his wife Tracy and their two sons, Connor and Daniel. In his spare time, after many years of coaching, Mike enjoys supporting his 2 sons in their many different sports. He is an avid golfer and enjoys playing in competitive golf tournaments, as well as playing in a Men’s Adult baseball league. He and his family have been personally affected by autism and he is an Autism Advocate in his community.
