Mike is the Team Head of Financial Planning for the Moldaver Lee Cohen Wealth Partners within the Rockefeller Global Family Office. For more than 28 years, Mike has served as a trusted financial advisor to high-net-worth individuals, executives, and financial professionals.
Mike uses a process-based approach to develop investment plans tailored to each client’s unique needs. These customized plans encompass a number of wealth management strategies, including tactical asset allocation based on the client’s time horizon and tolerance for risk. Mike’s plans also incorporate behavioral finance concepts in order to help his clients make rational investment decisions based on logic, not emotion.
Mike joined Rockefeller in May 2020. Prior to Rockefeller, Michael spent over four years working at Stifel, joining in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent seven years. Prior to that, he spent more than 18 years in the Private Client Services Group at Lehman Brothers.
Mike graduated from Rutgers University with a Bachelor of Arts in Economics. He has held the Certified Financial Planner™ (CFP®) certification since 1998, and also holds Series 7, 63, and 65 securities licenses.
Mike resides in Bergen County, New Jersey, with his wife and their two children. When not playing golf or enjoying the outdoors, Mike enjoys spending time with his family and friends.