Client Advisory

Biography

Michael is a Partner in the New York office and has over 20 years of experience in the financial services industry. For the past 14 years, he has been working closely with partners at major law firms and their families to serve their unique financial planning needs. Michael is responsible for advising clients on the full range of financial matters including investments, insurance, estate planning, and income tax issues.

Prior to joining Cerity Partners, Michael served as a Senior Managing Director and member of the Investment Committee at a large national wealth management firm formerly known as KLS Advisors. Before joining KLS, Michael was a financial analyst for the Goldman Sachs Family Office, advising Goldman partners on their income, gift and estate planning needs. He began his career in the tax department of a Big Four accounting firm.

Michael is an FAA licensed Private Pilot, and in his spare time enjoys skiing, travelling, and reading.

Education

  • B.A. in Geography from Binghamton University
  • J.D. from St. John’s University School of Law

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.