Michael is a co-founder and Chief Investment Officer (CIO) of ShoreHaven Wealth Partners. As CIO, he oversees ShoreHaven’s asset allocation, manager selection, and investment strategy. Michael has worked with clientele ranging from pensions, foundations, endowments, home offices, and financial advisors to successful professionals and families. He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a Senior Regional Consultant. In 2009, he joined BlackRock within the iShares ETF business. In 2016, Michael left the asset management business to join the Durso Wealth Management Group at Morgan Stanley. Michael sought to bring his diverse background in asset management to the family business and leverage his institutional experience within wealth management. He earned his BBA degree in Finance with a minor in Marketing from James Madison University. While at JMU, he was a varsity member of the Track and Cross-Country program and the 2003 IC4A Men’s Cross Country Championship team. Michael is a CFA® Charter Holder and a frequent contributor to the Wall Street Journal, Financial Advisor IQ, and Yahoo Finance Tv.
Advisor Information
Firm
ShoreHaven Wealth Partners
Based In:
New Jersey
Serving Clients in these States