Profile

Michael is a Senior Financial Advisor who is dedicated to creating investment strategies that will thoroughly analyze current financial positions, identify short and long term needs and provide superior investment advice. He works in conjunction with the Bank America Global Institutional Consulting Group and the Merrill Lynch Wealth Management platform to offer guidance to Endowments, Charitable organizations, C- Suite corporate executives, Family Trusts and individual investors. His objective is to design a holistic investment strategy to help meet all of your needs.

Michael provides a boutique like attentiveness with accessibility to all major investment products. Having worked closely throughout his career with Merrill’s Global Product Specialists and as a Portfolio Analyst, he offers clients a wide range of services and ideas to construct customized asset allocation models. As a former Director of Merrill’s Global Equity Sales and Trading, he has the ability to provide a steady hand to clients in volatile markets.

Michael and his partners are passionate about helping clients strengthen and grow their organization. With Bank of America Private Bank Partners, they offer various levels of consulting and seminars for board member education. The Bank of America Global Research team also stands ready to provide advice and resources to assist clients on an ongoing basis. When you work with the Merrill you can expect a high level of commitment, teamwork and personalized service.

During his 31 year career with Merrill, Michael has been a senior member of the Global Relationship Management team for his client base. In this capcity, he was responsible for initiating and maintaining client relationships with some of the largest Global Sovereign Wealth Funds, Mutual Funds, Hedge Funds, State/ Private Pension Funds and Multinational Investment Banks.

Michael joined Merrill in 1982 after graduating from Iona College with a degree in Accounting and holds an MBA in International Business from Seton Hall University. He has spent his entire career at Merrill, except for three years at a Growth Equity Money Management firm.

On a personal note, Michael and his wife Donna, live in Chatham, NJ. They have raised four children together. Michael and Donna are active in their community, church and other philanthropic organizations.

Michael is an active member of the:
Saint Patrick’s Cathedral N.Y., N.Y., Honorary Ushers                                                                          
Serves on the Delbarton School, Morristown, N.J. – Brotherhood Committee                                     
Friendly Sons of Saint Patrick NYC, Summit Elks Lodge                                                                                                                             
National and NY State York Traders Assoc.                                                                                           
Hedge Fund Roundtable

*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.