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.
Achievements:
At U.S. Trust, Bank of America Private Wealth Management, he was a Managing Director and Wealth Management Advisor. Michael has been quoted in various publications including InvestmentNews, Financial Planning, WM.com & Reuters.
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.