Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 16 years of experience in the financial services industry to this clients. During Michael’s career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to a half a Billion dollars worth of client assets, specializing in management, retention and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his course work for the Accredited Investment Fiduciary® designation from the University of Pittsburgh.
Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as:
- Board of Directors Avon Chamber of Commerce
- Secretary & Board of Directors member, Avon-Canton Rotary International Club
- Board of Directors Avon Dollars for Scholars
- Member of Education Committee Avon Chamber of Commerce
Michael resides in Avon, CT with his wife, Nelly and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.