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.