As a seasoned financial advisor, Mike brings a unique blend of experience and expertise to his work. With a strong educational foundation in business management from a bachelor’s degree from Seton Hall University in South Orange, New Jersey, he has built a career spanning three decades. His professional journey has been marked by leadership roles at esteemed institutions such as RBC Wealth Management, Merrill Lynch and TD Waterhouse.
Currently based in Albuquerque, New Mexico, Mike leverages his comprehensive approach to wealth management by crafting personalized equity and tactical income portfolios for his clients. He also maintains an active involvement in the financial markets, regularly participating in new issue preferred and municipal bond offerings and facilitating the purchase of individual bonds for institutional clients in New Mexico. Through his dedication and experience, Mike provides valuable guidance and support to his clients,helping them navigate the complexities of the financial world.