Stock Options and Equity Compensation
Five Star Wealth Advisor
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.
Many executives and professionals – attorneys, physicians, engineers, corporate executives, and entrepreneurs, to name just a few – begin earning enough compensation in their 30s and 40s that they should start seriously considering their long-term financial future. While all professionals have unique individual financial goals, financial independence, i.e., the...
As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live and interact with one another. A direct consequence of this ever-increasing complexity is the manner in which professional advisory firms—particularly...
As appeared in PrivateWealth For many collectors, artwork can be far more than something to enjoy and display for the pleasure of others. It can be a valuable and even important component of a well-diversified investment portfolio. Indeed, in some cases, art collectors can achieve substantial, non-correlated returns if...