Michael is a Private Advisor, Sports & Entertainment Director and Managing Director with Rockefeller Capital Management in Boca Raton, Florida. He is the founding member of Siden Fink Wealth Partners with over 33 years of industry experience as a financial advisor. Michael focuses on asset allocation, financial planning, and wealth transfer strategies. Michael has earned the trust and confidence of clients by understanding their goals and developing customized strategies to meet their objectives.
Prior to joining Rockefeller Capital Management, Michael served as a Managing Director and Sports and Entertainment Director at Morgan Stanley where he was a member of the prestigious Chairman’s Club from 2009 to 2019. Prior to working for Morgan Stanley, Michael was a Senior Vice President at UBS. *Michael has been recognized by various publications throughout his career including a selection as one of Forbes Best-In-State Wealth Advisors for NY in 2018 and one of Barron’s Top 1,200 Financial Advisors from 2012 to 2019.
Michael attended the coveted Bronx High School of Science and went on to receive a BS in Economics from Clark University. Michael was born, and raised, in NYC and currently resides in Florida. He maintains his Series 7, 63, and insurance licenses.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The Barron’s “Top 1200 Financial Advisors” rankings discussed above were designated between 2012 and 2019 and last for a period of one year until new rankings are released.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.