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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
English
Iona College
Seton Hall University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Strategist
Merrill
Retirement Specialist
Bank of America, N.A.
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No question too big or moment too small
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