Client Advisory

Biography

Michael is a Principal in the Boston office. He provides comprehensive financial planning and investment management services to private and institutional clients. Taking a deep and proactive role in the management of his client’s wealth, Michael incorporates financial planning across all aspects of a client’s life or business. 

Prior to joining Cerity Partners, Michael was a Financial Consultant at E*TRADE Financial, working closely with clients to develop and implement financial plans and investment strategies.  

Education

  • Brandeis University, BA 

Highlights

  • Certified Financial Planner™ 

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