Michael is a Client Service Associate at The Colony Group. He supports a team of wealth advisors attending to the day-to-day needs of our clients, including the preparation of financial reports and analyses, wire requests, account maintenance, and tax planning.
He strives to give each task the necessary care and attention to detail. When working with a client or a colleague, Michael finds value in understanding the issues at hand and finding solutions to help clients and colleagues make informed decisions.
Prior to joining The Colony Group, Michael worked as an assistant operations manager for a financial advisory firm where he oversaw a team of associates and assisted with the day-to-day aspects of the business.
Michael earned a Masters of Business Administration with a concentration in Management and Finance and a Bachelor of Arts in Business Management from Clark University. During college, he was a student–athlete and played baseball for all four years.
Outside of the office, Michael likes to work out, an activity he finds relaxing at the end of a workday. He also enjoys golfing and skiing with his friends and spending time with family. He claims to be a New Yorker at heart and cheers for the New York sports teams.