Stock Options and Equity Compensation
Corporate Sponsored Plans
Michael is an Associate Wealth Advisor and Operations Associate at The Colony Group where he develops financial plans and provides operational support.
He served as a Portfolio Administrator and Associate Financial Planner at Derby and Company, Inc. prior to their merger with The Colony Group in 2021. Previously, he served as a Senior Client Service Associate at First Republic Bank. He also worked for State Street Bank and Brown Brothers.
He earned his Masters in Business Administration and Bachelor of Arts in Finance from Bryant University.
Outside the office Michael enjoys spending time with family, snowboarding and watching the Bruins.