Michael is the president and CEO of 1st Portfolio Wealth Advisors. He founded the firm in 2005 to focus on the unique investment needs of affluent business owners, executives and families. Michael is also the CEO of 1st Portfolio Lending Corporation, a mortgage banking firm serving the mid-Atlantic states.
Prior to 1st Portfolio, Michael was an organizing founder of Access National Corporation, a publicly traded bank holding company where he served as CEO of Access National Mortgage and Senior Vice President of the Bank. Prior to Access National, Michael served as President and CEO of Financial Security Corporation, a fee-only financial planning firm.
Education and Professional Qualifications
Michael received his Certified Financial Planner (CFP®) designation in 1992 and is a former chairman of the Financial Planning Association of Washington. In 1989, he received an M.B.A. in Finance from George Washington University and in 1988 his B.A. in Finance from James Madison University.
Michael served as a director of Wolf Trap Foundation for the Arts and as a trustee for Shenandoah National Park Trust and the Pentagon Survivors Fund. He is currently on the Investment Committee Quality Board of INOVA Hospital. Michael is an owner of Evo Bistro, a popular restaurant in McLean, Virginia.
Michael works with business owners as their private business coach, advising them on everything from retirement plan management and financing solutions to exit strategies and transition planning.