Michael is the Head of Investment Strategy and a member of the firm’s Investment Policy Committee. He is responsible for macroeconomic research, asset allocation recommendations, manager selection, and portfolio construction. Additionally, he is a portfolio manager for the firm’s US Large Cap equity strategy.
Michael has over 15 years of investment and wealth management experience working with high-net-worth individuals and institutional clients. Prior to joining Clarfeld, Michael worked in a similar capacity at Commonwealth Financial Network and Weston Financial Group.
Michael is a CFA® Charterholder, Financial Risk Manager (FRM), and a member of the CFA Institute and Global Association of Risk Professionals.
Michael resides in the Greater Boston area and enjoys golfing, rock climbing, cycling, and spending time with his family.