Michael has enjoyed a long, successful and distinguished career in the private wealth management arena. He has spent his entire career at UBS and its predecessor firms—a total of 35 years. Michael focuses on advising ultra high net worth individuals, qualified retirement plans, foundations, endowments and corporations.
Michael has been named to Forbes’s list of America’s Top Wealth Advisors every year since 2016 and currently ranks 24th in the country. He has been in the top 10 on the Forbes Best-In-State Wealth Advisors list in New York since 2018. He has been recognized on the Barron’s Top 1,2... Read More
Michael has enjoyed a long, successful and distinguished career in the private wealth management arena. He has spent his entire career at UBS and its predecessor firms—a total of 35 years. Michael focuses on advising ultra high net worth individuals, qualified retirement plans, foundations, endowments and corporations.
Michael has been named to Forbes’s list of America’s Top Wealth Advisors every year since 2016 and currently ranks 24th in the country. He has been in the top 10 on the Forbes Best-In-State Wealth Advisors list in New York since 2018. He has been recognized on the Barron’s Top 1,200 Financial Advisors list, where he is currently in the top 40 in New York, and as one of the Financial Times 400 Top Financial Advisers in 2015, 2016 and 2018.
He was a member of the 2010 – 2012 UBS Renewal Team Advisory Council and a member of the UBS Institutional Consulting Group. He is former Co-Chairman of the Financial Advisor Advisory Council (FAAC) and former Chair of UBS FA Banking subcommittee. Michael is one of only four advisors who have been selected as members of the UBS 401(k) Investment Committee and UBS Pension Investment Committee.
Michael earned his Certified Investment Management Analyst® (CIMA®) designation from the Wharton School at the University of Pennsylvania, has done extensive graduate work at the NYU Stern School of Business in international finance and is a graduate of the University of Albany with a B.S. in business administration. He is a member of the University of Albany School of Business Dean’s Advisory Board. In 2022, Michael was awarded the Excellence in Business award from the University of Albany for his success in the industry and commitment to Albany. He is a Senior Portfolio Manager within the UBS Portfolio Management Program. He holds the Series 3, 7, 63 and 65 securities licenses, as well as life insurance licenses.
Michael has long been a mentor and tremendous resource for other Financial Advisors at the firm and has been an invited keynote speaker at numerous industry events and seminars. Michael and his wife, Margaret, make their home in Armonk, NY and are the parents of three children: Nicole, Michael Jr. and Jonathan. Read Less