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Michael began his career in 1995 with A.G. Edwards & Sons in Michigan. He has spent nearly 25 years providing advice and guidance to wealthy families. While serving as a Portfolio Manager at U.S. Trust, he was entrusted to manage over $450 million between 2003 and 2007.
Commited to life long learning and providing clients with the highest standard of professional advice, Michael has earned some of the investments (CFA® & CIMA®) and financial services (CFP®, ChFC® & CPWA®) most difficult certifications. Within the financial industry, he is in an exclusive, select group. He has become 1 of only 3 Merrill Lynch ~15,000 Financial Advisors that holds all five of the most respected designations (as of Jan. 2019).
Michael worked full time as he attended college and graduated debt free with his Bachelor's and Masters degree in Finance from the University of South Florida and The College for Financial Planning. Interested in the field of neurophsychology and how to help clients avoid predictable financial mistakes, he also earned the Applied Behavioral Finance Certificate from the Investment & Wealth Institute™.
Growing up in Michigan, Michael's strong work ethic began as early as age 11 when he delivered the early morning newspaper, shoveled snow and mowed grass. Later in life, his determination and spirit has also helped him accomplish some ambitious personal goals, which include completing three half marathons, hiking the Grand Canyon and surfing in Florianopolis (eastern South America). He is married to Valerie, father to Gia (age 7) and Roman (age 4) and they actively attend Buckhead Church. He enjoys traveling and has visited such destinations as Hong Kong, Rio de Janeiro and Cabo San Lucas. He is a active member of the Atlanta Estate Planning Council, the Atlanta CFA® Society, the Investments and Wealth Institute™.
Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the Chartered Financial Analyst® (CFA®) designation issued by the CFA Institute, the Chartered Financial Consultant® (ChFC®) designation issued by The American College, the Certified Investment Management Analyst® (CIMA®) and the Certified Private Wealth Advisor® (CPWA®) designations issued by the Investments & Wealth Institute™. Lastly, he holds an internal Merrill Lynch designation of "Portfolio Manager" for certain client investment portfolios. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
College for Financial Planning
University of South Florida
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