For over a decade before co-founding Lead Advisor, Michael held various leadership positions at Fortune 500 financial firms. He has a proven track record leading wealth management organizations, hiring and developing a productive sales force, promoting financial and economic education, establishing deep professional relationships, and creating a lasting organizational impact. He specializes in constructing and leading professional development programs that drive industry professionals to build more robust businesses and is committed to aligning specialized talent with fast growing employers in the asset management and financial planning space to propel career and organizational growth. Michael is a Certified Financial Planner and serves on the board of the Financial Planning Association of New England. He is a graduate of Providence College and resides in the Greater Boston area with his wife, daughter and two sons.
Where do you live?
Favorite Childhood Toy or Games:
Favorite Book or Authors:
12 Year Redbreast
Favorite Sports Team:
Nirvana, Fleetwood Mac, DMB, The Talking Heads Jay-z and many more!
Favorite Podcast or Blog:
How I Built This
Favorite cities beside hometown:
Galway, NYC, Barcelona, Savannah, Chicago, Dublin
St Vincent de Paul
Favorite Fictional Character:
Ideal Weekend Day Looks Like….
Somewhere outside with the family
Travel, golf, any outdoor activity
“There are not secrets to success. It is the result of preparation, hard work and learning from failure”
Best piece of feedback you have ever received:
Thought leaders you follow:
Alan Weiss, Mark Cuban, Malcom Gladwell
Why Lead Advisor, LLC?
For autonomy, impact, team dynamic, and the journey of working collectively to build a trusted brand within the wealth management community.