Michael joined RBC Wealth Management in February of 2016 and is focused on providing equity research, sales and trading strategies to family offices, corporate executives and private clients across the globe. His primary responsibility is to captain the team’s asset allocation, manager search and selection and alternative investment selection.
In 2005, Michael joined the private client services division of Bear Sterns where he worked with ultra-high-net-worth individuals, endowments and trust companies. In 2007, he transitioned his business to the Private Bank of Credit Suisse focusing on family offices, corporate executives, venture capital firms and trust and estate planning for high-net-worth individuals. During his time at Credit Suisse, Michael earned his MBA in finance from Iona College’s Hagan School of Business. In 2015, he joined Jefferies as a vice president in their wealth management division and, now at RBC Wealth Management, continues to provide comprehensive and tailor-made investment management for his client base across the country.
Michael was born in New York City and raised in New Rochelle, New York. He attended the University of Rhode Island where he graduated in May of 2005 with a Bachelor of Science in marketing. Michael currently resides in Pelham Manor with his wife and two children.