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Biography

Michael is a Principal in the New York office. He is a Portfolio Manager for the Family Office practice focused on managing client investment portfolios through portfolio construction, investment manager selection and custom asset allocation.

Before joining Cerity Partners, Michael spent 12 years at Bank of America Merrill Lynch. Most recently, he served as Vice President and Investment Manager Selection Analyst within the firm’s Chief Investment Office, focusing on domestic and thematic equities since 2021. Prior to moving to the Chief Investment Office, Michael spent nine years as an investment analyst and relationship manager within Merrill’s Private Bank and Investment Group (PBIG) in downtown Chicago. There, he specialized in portfolio trading, investment due diligence, portfolio construction, custom reporting, and relationship management for ultra-high net worth clients.

Education

  • M.S. in Finance from Illinois Institute of Technology
  • B.S in Finance from Florida Gulf Coast University

Highlights

  • Chartered Financial Analyst
  • Member of CFA Society New York.

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