A 1997 graduate of Lehigh University, Michael began his career with Lebenthal & Co. as a financial advisor specializing in municipal bond investments for high net-worth individual investors. Since joining RBC Wealth Management in 2005, The Synergy Group manages and oversees more than $400 million in diversified client investment portfolios while tending to clients’ ever-changing, overall wealth planning needs. In addition to passing the Series 7, 65 and 66 securities exams, Michael maintains life and health insurance licenses.
In 2016, Michael completed the Advanced Wealth Manager (AWM) program, a professional designation specifically at RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management—the methodology for helping clients accumulate, protect, enjoy and transfer their wealth—with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of a client’s individual financial objectives and addressing complex financial needs.
Michael lives in Fanwood, New Jersey with his wife and three daughters, and enjoys playing basketball, running and an occasional game of chess.