Michael is the Portfolio Manager in the Investment Management Group of the firm. With the assistance of his analysts, and traders 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 units throughout the firm including Compliance, Operations, Technology, Marketing, Legal 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 & Trading Solutions. Michael has a Bachelor of Science in Business Management and a Master of Science in Management from St. Francis College. He earned the prestigious Certified Investment Management Analyst® (CIMA®) certification after completing the rigorous Investment Management Theory and Practice program through the Yale School of Management. In addition, he also holds a Series 7, 24, 57, 63, and 66 securities licenses.
Outside of the office, Michael is extremely active with the alumni association at St. Francis College participating in Campus Events and helping with Charitable Organizations. Having resided in Brooklyn, NY. He takes pride in his Health & Fitness and is an avid Skier. Michael and Ari have an annual tradition where they run at least one half marathon a year together. In 2020, they plan on running the Disney Half Marathon.