Michael has 15 years of professional wealth management experience delivering highly customized financial advice tailored to his clients’ unique circumstances and needs. He is committed to helping implement and monitor overall investment plans, while paying specific attention to risk. Michael provides wealth management and planning services for individuals, small businesses, trusts and foundations. He specializes in income generating strategies using a diversified, global, multi-asset strategy.
Prior to joining 1st Portfolio Wealth Advisors, Michael provided wealth management and financial planning services at Bluemont Capital Advisors. Michael began his career with Morgan Stanley on an Equity Syndicate Team. Michael assisted in the wealth management of both personal and institutional relationships, and provided brokerage, institutional money management and lending services to local and national small businesses.
Education and Community Leadership
Michael holds a B.A. degree from The University of Iowa and an M.A. from Wayne State University. Michael has served as a board member for several charitable and social organizations in Alexandria, Virginia.
Michael specializes in developing income generating solutions using a diversified, global, multi-asset strategy for growth oriented clients.