Michael serves as our chief operating officer and also as a client advisor. He takes care of clients as well as managing the overall business operations of our group. “Having this dual role lets me focus on the big picture while also working closely with clients on a one-to-one basis,” Michael says. “I want our clients to be confident in their decision to work with our team and comfortable with us, regardless of market conditions.”
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Michael has more than 32 years of experience in the financial services industry. He was drawn to field by the simple fact that everything he has learned and discusses with his clients is also something valuable that he can apply to his personal life as well. “There are very few aspects of my career that I have not been able to apply personally as well,” Michael says.
Before joining our team in 2020, Michael was a client advisor at Wells Fargo Advisors. Previously, he worked at BlackRock Inc. for 12 years, where he held a variety of positions, including COO for Global Provider Strategy and Chief Administrative Officer for US Wealth Advisory. Earlier in his career, he was a regional vice president at TD Ameritrade. He holds Series 7, 24 and 66 securities licenses.
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Michael earned both his MBA and bachelor’s degree from Penn State University. He makes great use of several invaluable attributes that an MBA provides, including strategic thinking, problem-solving ability, decision-making, research and risk management skills, and an entrepreneurial mindset.
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Michael serves his alma mater as vice president of Penn State University’s Brandywine Campus Advisory Board. He is also board president of the Concord Country Club here in West Chester, PA.
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Michael was born and raised in Delaware County, Pennsylvania, and today lives in Glen Mills, Pennsylvania, with his wife, Dina, and their daughters, Alexandra, Julianna and Marissa. In his free time, Michael enjoys staying active with golf, racquet sports and fitness activities. A little-known fact is that he is also a trivia buff.