Michael works closely with ultra-high-
net-worth families to develop long-term, multi-generational planning strategies that extend beyond short-term market performance. His approach empowers clients to make informed values-based decisions that support lasting family legacies.  

With a focus on organization, consolidation, and risk management, Michael helps clients simplify the complexity of their financial situations and prepare for a range of future scenarios. His experience navigating the subprime mortgage market during the Global Financial Crisis equipped him with a deep understanding of risk management and the importance of proactive planning.   

Michael’s proactive approach to risk management and commitment to personalized, multi-generational strategies make him a trusted advisor for families seeking to secure and grow their wealth across generations. He holds the Chartered Financial Analyst® (CFA®) designation, is an active member of CFA Society Philadelphia, and earned dual B.S. degrees in finance and economics from Villanova University. 

Michael lives in South Jersey with his wife, their two sons, and their Miniature Schnauzer, Hendrix. Outside the office, he often travels along the East Coast to support and coach his sons in Ninja Warrior competitions. He also enjoys spending time at the shore, golfing, and playing pickleball.