Michael supports Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Prior to joining Ballentine Partners in 2019, Michael spent 3 years with BNY Mellon Wealth Management as an analyst in their Silicon Valley office. In this role, he worked closely with portfolio managers in developing and implementing investment advisory and financial planning strategies for the firm’s clients and their families. In addition, Michael has held a position as an Institutional Fund Analyst at JP Morgan and has completed internships with John Hancock Financial and Wellington Management.
Michael earned a Bachelor of Science in Business Administration with a concentration in Finance from Northeastern University. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
In addition to being an avid Boston sports fan, Michael enjoys travelling to new places and hiking in the outdoors. He lives in the Boston area.