Mike is a 1982 graduate of Cornell University where he earned a Bachelor of Science in Business. He has close to four decades of experience within the financial services industry having worked for some of the industry’s largest firms (Morgan Stanley, UBS, Deutsche Bank, Bear Stearns) in a multitude of roles including Private Wealth Management, Institutional Business Development / Asset Management, and Regional Branch Management & Supervision.
Prior to joining Claro Advisors, Mike spent eight years at Morgan Stanley as a Private Wealth Advisor and Alternative Investment Director. As a Private Wealth Advisor Mike strives to provide his clients with a “high touch” level of service while helping his clients build customized wealth management solutions within the context of each client’s goals, objectives, and risk tolerance. From Financial Planning and Estate Planning, to Asset Allocation and Portfolio Construction, Mike’s clients benefit from his extensive industry experience as well as his deep knowledge of Stocks, Bonds, Mutual Funds, ETF’s and other financial instruments.
As an Alternative Investment Director Mike works with High-Net-Worth Individuals and Family Offices in helping them gain exposure within their investment portfolios by providing access to premier managers within the Alternative Investment Universe. Areas of expertise include Private Equity, Private Credit, Private Real Estate, and Single Manager Hedge Funds.
Mike resides in Dedham MA and is the proud father of a son and two daughters. He enjoys staying active playing golf, skiing, and spending time in the gym and gives back to his community through his involvement with several philanthropic organizations.