Client Advisory

Biography

Michael is a Principal in our Boston office. He works with individuals and families on
building financial plans to maximize their wealth by evaluating their investment and tax
strategies.

Prior to joining Cerity Partners, Michael worked as an Associate Wealth Advisor for Focus
Partners Wealth where he worked with clients on investment allocation, financial and tax
planning.

Michael earned a Master of Business Administration with a concentration in Management
and a Bachelor of Arts in Business Management from Clark University. During college, he
was a student–athlete playing baseball.

Outside of the office, Michael enjoys working out, golfing, skiing with his friends and
spending time with family.

Education

  • B.A in Business Management from Clark University
  • M.B.A in Business Management from Clark University

Highlights

  • Investment Advisor Representative

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