NO COOKIE CUTTERS, PLEASE

The book he should write: “Investing with Creativity”
Absolutely loves: That first cup of coffee
Surprising Fact: Can recognize any voice, any time
Absolutely hates: When your shoelace breaks and when Zoom glitches
On his bucket list: Skydiving, and Tokyo
Favorite Book: The Picture of Dorian Gray, by Oscar Wilde
A few details: Michael has over 15 years of wealth management experience selecting managers, crafting portfolios, and building processes. He’s an expert in economic analysis, public and private financial market research, manager due diligence, and investment communication. He has a proven track record of leading initiatives and building lasting relationships. He holds a B.A in Economics from Amherst College.

Ext. 102; direct:    

When Michael was young, he wanted to be a professional hockey player but also felt it was important to have a Plan B, which was, naturally, a superhero. Speaking with Michael today you get the feeling that neither of those two ambitions entirely dissolved, as he’s very quick on his feet and fearlessly approaches things from an often-unexpected perspective. Whatever he does, his vast breadth and depth of experience guide him. He’s not a fan of blindly following the prototypical or the popular, instead unapologetically seeks the best (and most informed) solution for the client – however that may happen. On any given Sunday, you’ll find him in the backyard or  exploring Boston with his family.