Michael joined Moldaver Lee Cohen Wealth Partners within the Rockefeller Global Family Office in July 2020 bringing multiple years of experience from his time at Stifel, Morgan Stanley and Wells Fargo Advisors. Michael prides himself on providing proactive and first-class service by addressing each client’s unique priorities and needs relating to their accounts.
Michael graduated from Fordham University’s Gabelli School of Business, where he earned a Bachelor of Science degree in Finance. He also holds the Series 7, General Securities Representative and Series 66, Investment Advisor Representative licenses.
Michael currently lives in Manhattan and grew up in Garden City on Long Island. Away from the office, he is a member of the National Eagle Scouts Association, a board member of the Chaminade High School Torch Fund, and a member of the Chaminade High School Wall Street Association. When he’s not working with clients, Michael enjoys travel, photography, golfing, tennis, volunteering, and rooting for the New York Yankees.