Michael brings over 38 years of financial services experience and joined Magnus from Dynasty Financial Partners, where he was a Partner and Director of Wealth Management. Michael began his career as a financial consultant with Merrill Lynch, helped form the Special Equity Transactions Group at Bear Stearns and was head of the domestic Private Bank for ING Barings.
Michael was named by Financial Times in 2014 and 2015 to their “Top 400 Financial Advisor” list. At U.S. Trust, Bank of America Private Wealth Management, he was a Managing Director and Wealth Management Advisor, having been named 28th on the Barron’s Magazine “Top 100 Financial Advisors” listing. Michael has been seen in the media on Barron’s TV, CNBC and various financial industry websites including Forbes, RIABiz, Investment News, Financial Planning, Wealth Management and Reuters.
He earned his Bachelor of Science in History with a minor in Anthropology from Columbia University and currently serves as Class Chair and sits on the President’s Committee on Athletics. Michael received All-Ivy League honors in both football and baseball. In addition, he serves on the Board of Hope & Heroes Children’s Cancer Fund at New York Presbyterian Hospital.
What are the benefits of working with a fee-only financial advisor?
Two heads are better than one. The more the merrier. Unity is power. These sayings demonstrate the strength in numbers—but each on one condition: For teamwork to make the dream work, everyone must be pulling in the same direction. Unfortunately, some investors may find their retirement goals have fallen short of the finish line because […]
