Client Advisory

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.

Prior to joining Cerity Partners, Michael spent 12 years at Bank of America Merrill Lynch where he most recently functioned within the firm’s Chief Investment Office since 2021 as gatekeeper to any new traditional investment products available on the investment platform, with a focus on domestic equities. Before joining the Chief Investment Office, Michael spent 9 years as an investment analyst and relationship manager on a Private Wealth Management team at Chicago’s downtown Office. In this role, he worked with ultra-high net worth families where he specialized in portfolio trading, investment due diligence, portfolio construction, custom reporting, and relationship management.

Education

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

Highlights

  • Chartered Financial Analyst

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