Michael brings over 40 years of financial services experience and is a Co-Founder and Managing Director of Journey Strategic Wealth LLC. Mike was previously a Senior Managing Director and member of the Investment Committee at Magnus Financial Group. At Dynasty Financial Partners, he was a Partner and Director of Wealth Management. Michael began his career as a financial consultant with Merrill Lynch, helped form the Special Equity Transactions Group at Bear Stearns and was head of the domestic Private Bank for ING Barings.
He earned his Bachelor of Arts in History with a minor in Anthropology from Columbia University and currently serves as Class Chair and sits on the President’s Committee on Athletics. Michael received All-Ivy League honors in both football and baseball. In addition, he serves on the Board of Hope & Heroes Children’s Cancer Fund at New York Presbyterian Hospital and is a Board Member of the Great Oaks Foundation.
Michael was named by Financial Times in 2014 and 2015 to their “Top 400 Financial Advisor” list. At U.S. Trust, Bank of America Private Wealth Management, he was a Managing Director and Wealth Management Advisor, having been named 28th on the Barron’s Magazine “Top 100 Financial Advisors” listing. Michael has been seen in the media on Barron’s TV, CNBC and various financial industry websites including Forbes, RIABiz, Investment News, Financial Planning, Wealth Management and Reuters.