Michael began his career in the financial services industry in 1980. He has worked directly with clients throughout and has also held various senior-level management responsibilities. Currently, Michael fully devotes his time to his clientele. He holds the designation of Senior Portfolio Manager in the RBC Portfolio Focus Program and sits on the RBC Portfolio Focus Advisory Council. Michael is perpetually a member of RBC’s President’s or Chairman’s Councils. In 2015, he completed the Accredited Wealth Manager (AWM) program, a professional designation specifically designed by RBC Wealth Management. Michael serves as a member of the New York Stock Exchange Hearing Board and has passed the Series 3, 7, 8, 24, 63 and 65 exams, and is insurance licensed for life and health, variable annuities and long-term care.
A graduate of the University of Southern California Marshall School, Michael holds a Bachelor of Science degree in business administration. He is very philanthropic, having actively participated on numerous nonprofit boards including his current role as president emeritus of Cancer Support Community in Pasadena. He serves as treasurer of the Pasadena Breakfast Forum and is a member of the Twilight Club of Pasadena. Michael enjoys a wide variety of outdoor activities, adventure travel and mentoring young professionals. He and his wife, LeAnn, reside in Altadena.