Michael joined Access Wealth in 1997 and serves as a dedicated and trusted investment portfolio analyst, advising clients on their investments. In addition, he is the chairman of the firm’s investment committee, heading up research efforts for the investments used to build the firm’s model portfolios, and implementing the firm’s investment policies. He has also been featured twice in RIA magazine, discussing the firm’s investment philosophy.
In addition, to his investment management responsibilities, Michael works closely with the rest of the Access Wealth team to ensure clients’ financial plans are in order.
He holds the Accredited Asset Management Specialist (AAMS®) designation, sponsored by the College for Financial Planning. This program includes a rigorous course of study encompassing investments, insurance, tax, retirement, and estate planning issues.
Prior to this certification, Michael earned a Bachelor of Arts degree in Political Science from William Paterson University.