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.

Previous Experience

  • 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