Michael has over 20 years of experience in the wealth management industry, with a background in investment research, trading, and financial planning. He works with the Mainsail team to provide tailored investment solutions and an exceptional client service experience. His extensive investment background is an ideal match with the firm’s tax partners to achieve Mainsail’s mission: Integrated Tax and Financial Planning.
Michael received his degree in Finance from the Villanova University School of Business. He is a General Securities Agent and Investment Advisor Representative, holding the FINRA Series 7, 63 and 66 registrations, and is licensed to offer insurance products.
Outside of the financial world, Michael coaches youth sports on the South Shore and enjoys spending time with his wife and four children.