As a Senior Wealth Advisor at The Colony Group, Michael helps high net worth individuals, families and corporate executives identify and achieve their personal financial goals. He provides counsel on a wide range of issues, including investment management, asset allocation, cash flow management, insurance, taxation, retirement planning, and estate planning. Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Prior to joining The Colony Group, Michael was a Financial Planner at Mintz Levin Financial Advisors. Before transitioning into wealth management, Michael was a practicing attorney, focusing his practice on commercial finance law. Michael earned his Juris Doctor from the University of Connecticut School of Law and a Bachelor of Arts from University of Massachusetts, Amherst.
In his free time, Michael enjoys spending time with his wife and son, as well as exercising, reading, and traveling.