As a Client Service Associate, Michael’s areas of responsibility include account opening/closing, account maintenance, account statements and tax documents, alerts, fund transfers, and web uploads to client portals.
Prior to joining the firm in 2021, he worked for Virtus Investment Partners in Harford, CT, as a Treasury Analyst for over two years. Prior to that and before attending college, Michael served four years in the United States Navy as an Aviation Administration Man. His role was to track and manage maintenance on F-18 Super Hornets. During those four years, he was deployed twice to the Persian Gulf onboard the USS George H.W. Bush supporting operations for the Global War on Terrorism.
Michael has an MBA from University of Hartford and a Bachelor’s in Economics from the University of Connecticut.
Michael currently lives in Wolfeboro, NH, with his wife, three cats, and two daughters. Outside of work, he enjoys running, biking, hiking, fishing, reading, and traveling.