Michael has more than 20 years of experience serving ultra-high-net-worth individuals, business owners, real estate developers, entrepreneurs and professional athletes. He is known for his attention to detail, responsive client service and ability to help clients navigate complex financial situations with confidence.
Before joining NewEdge Wealth, Michael served as a Private Client Manager with Bank of America Private Bank, where he specialized in complex credit and lending solutions, including real estate financing, marine lending and securities-based lending. He also worked closely with clients and their advisory teams to coordinate investment management, banking and wealth planning strategies. Prior to his Private Client Manager role, Michael was an Associate Wealth Strategist with Bank of America Private Bank for nearly 10 years, working with clients and their other advisors on their estate planning, tax planning and retirement planning needs. Earlier in his career, he held positions with Barry Financial Group and Thomson Financial Research.
Michael earned a Bachelor of Arts in Political Science, with a minor in Economics, from the University of Maryland, College Park. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Outside of work, Michael enjoys playing golf, collecting semi-precious stones and spending time with his family.