As a Director in the Private Client Group, Mike partners with ultra-high-net-worth clients and multi-generational families to develop and execute tailored strategies that address their unique financial goals and objectives. Drawing on a foundation of comprehensive financial planning, he helps craft customized investment portfolios while thoughtfully integrating cash flow considerations, tax-efficient structures, and estate planning solutions.
Mike is driven by helping clients make informed decisions that support their financial freedom and help them achieve their long-term goals.
Experience
10+ years of experience in wealth management, specializing in advising ultra-high-net-worth families
KLS Professional Advisors Group, LLC – NYC based multi-family office
Education & Credentials
B.S. in Finance, Fordham University
CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Mike lives in Westchester, NY with his wife and dog. He enjoys spending time with family and friends, golfing, traveling, and is an avid Peloton bike rider.
Latest Insights
Selling Your Business? How QSBS May Reduce or Eliminate Taxes for Startups
