Michael joined the firm in 2009 and is a member of the investments team. His responsibilities include managing the firm’s trading operations, research on current and prospective investments, portfolio analysis, and asset allocation. Prior to joining the investment team, Michael worked in the billing and finance department, and started as an intern working with the firm’s former Chief Compliance Officer.
- Finance and Billing Associate at Sontag Advisory
- Compliance Intern at Sontag Advisory
Education & Credentials
- BS, SUNY Buffalo State, Business Administration
- MBA, The Lubin School of Business at Pace University
- CFA® Charterholder
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.