Michael is a Principal in our Boston office. He integrates tax and estate planning strategies into each client’s overall investment plan and customizes them to their unique situations. He has extensive experience working with corporate executives, business owners, and families with generational wealth.
Prior to joining Cerity Partners, Michael served in a similar role as a Wealth Strategy Advisor for Bainco International Investors.
He earned his Bachelor of Science degree in Finance and Sports Management from Sacred Heart University and his Master of Business Administration in Finance from Fairfield University. Michael is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association. He is also an Investment Advisory Representative.
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