About Michael
Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day client needs. Prior to joining Cerity Partners, Michael served as a Director, Wealth Advisor at Round Ta...
Areas of focus
Credentials & background
Designations
CFP
Education
MS in Accounting Rutgers University-Newark (2020); B.S. in Finance University of Maryland, College Park (2010)
Clients served
Business OwnersCorporate ExecutivesDentistsDoctorsHigh Net Worth IndividualsRetirees
Registered in
New Jersey, Texas
Regulatory
The firm
Cerity Partners