Integrating investment strategy and communications for institutional clients
With more than 20 years of industry experience, Michael understands the importance of taking a well-rounded view in working with retirement plan clients, foundations and endowments. He takes the time to understand the dynamics of each institution and then works with the team to develop investment solutions, and, if applicable, communications programs to see that committees, trustees and participants understand the value and principles behind our approach.
For retirement plans, Michael’s background in psychology helps in understanding the importance of robust financial wellness programs for plan participants. Working with the plan’s recordkeeper and our team, he develops targeted education programs that aim to improve plan health metrics such as participant deferrals, investment diversification and managing debt levels. Each year, the communication plan is adjusted based on obtaining benchmark improvements and a new plan is put in place. We have found that this proactively contributes to long-term plan health and improves outcomes.
Michael was recognized by Barron’s as a Top 1,200 Financial Advisor for 2019, 2020, 2021 and 2023 and as a Forbes Best-In-State Wealth Advisor for New Jersey in 2021 and 2023.
He earned his Bachelor of Science degree in psychology from Dickinson College and also passed the Series 7 and 66 securities exams.
Michael actively supports organizations that assist veterans, at-risk children, and women working toward economic independence. He and his wife also support animal rescue organizations and have successfully placed more than 100 dogs into forever homes.
He also has extensive knowledge of the equine industry, as he formerly owned and operated a boarding and lesson facility. His daughter is an accomplished junior rider in all three riding disciplines: hunter, equitation and jumper. Michael’s family travels extensively to support their daughter on the show circuit, including spending winters in Wellington, Florida, where she trains.
