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New York, NY, USA

Member since July 5, 2017

Introduction

Michael has been in the financial services industry his entire career, starting with Kidder Peabody in 1984. While at Kidder Peabody, he worked as a financial advisor for high-net worth individuals in the U.S. and abroad.

From 1988 to 2001 he was a financial advisor with Donaldson Lufkin & Jenrette (DLJ) until the sale to Credit Suisse in 2001. During his time at Credit Suisse, Michael qualified as a top-producer at the firm and focused his business on asset allocation and investment consulting for high net-worth individuals and corporations.

Since his move to Morgan Stanley in 2005, he has qualified as a member of Smith Barney’s Director’s Council, a distinction given to the firm’s top producers.

Michael has extensive background in the international arena. He is particularly experienced in wealth transfer strategies for international clients contemplating a public or private sale of their business interests.

Info

New York, NY, USA

Member since July 5, 2017