Michael analyzes performance, helps lead the Investment Committee planning process, and meets with clients to discuss their portfolios, performance, and communicate our Investment Committee’s outlook. Additionally, he helps educate younger generations as they become more involved in the financial planning process. “Through educating the next generation and helping to ensure the legacy of our clients, witnessing the growth of our clients’ familial bond has been extremely rewarding.”
Michael holds the Certified Investment Management Analyst®, CERTIFIED FINANCIAL PLANNER™, and the Certified Private Wealth Advisor® certifications. He is a service provider for the Conway Family Business Center and also serves on the Young Professionals Board at COSI.
Michael is a graduate of Xavier University with a bachelor’s degree in Finance and Economics. While at Xavier, Michael tutored other students, was actively involved with club and intramural sports, and was an avid Musketeers basketball fan. Michael currently lives with his wife and son in New Albany, Ohio and enjoys community engagement, traveling, participating in various sports, and running.