Michael is a portfolio manager in the investment group of the firm. He creates and customizes asset allocation strategies that help mirror a client’s investment horizon. Michael also serves as a liaison between his clients and various business units throughout the firm, including compliance, operations and trading.
Prior to joining Endurance Wealth Partners in 2015, Michael began his career at J.P Morgan Chase as an investment associate where he specialized in advisory and trading solutions. Michael has a Bachelor of Science in Management and is currently pursuing a Master of Science in Management from Saint Francis College. He holds his Series 7, 66, 63, 57, and 24 securities licenses and will soon sit for the Certified Investment Management Analyst ® (CIMA®) certification.
Michael is very active with the alumni association at Saint Francis College participating in campus events and helping the school with charitable organizations. Michael resides in Brooklyn, NY and takes pride in his health & fitness. Ari and Michael plan to run their first half marathon together on December 2, 2018.