Throughout his 18 year career, Michael has been an advisor to hundreds of individuals, families and business owners. Michael has served in multiple capacities within the financial industry, leading to a vast knowledge, experience, and an in-depth understanding of the financial markets. Michael began his career as Financial Advisor at Credit Suisse Private Bank. From there, he was recruited by Chateau Asset Management as their head equity trader. Michael has held positions as the Vice President Financial Advisor at Wells Fargo, JP Morgan and LPL Financial.
Michael has a deep understanding that each person has a unique set of needs which requires a unique set of solutions. Partnering with Kingswood Wealth Advisors has given Michael the enhanced ability to continue providing a highly personalized approach as well as a robust product offering of solutions. At Kingswood, Michael continues to specialize on providing investment management and holistic financial advice to high net worth individuals, families and business owners. He takes pride in simplifying complex financial situations and empowers clients with the knowledge needed to carry out important financial decisions.
When he is not working, Michael has been a sought-after mentor and has coached both new and veteran financial professionals employed at multiple Fortune 500 companies. He also enjoys spending quality time with family, reading books, traveling, and snowboarding during the winter.
Securities offered through Kingswood Capital Partners LLC (KCP) member FINRA/SIPC. Advisory services offered through Kingswood Wealth Advisors LLC an SEC Registered Investment Advisor. KCP and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.