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A Partner and Wealth Advisor, Michael is also a CPA and has been providing tax and financial planning advice to individuals and families for over 25 years. He was instrumental in establishing the Firm’s expansion into New York City and currently leads our NYC practice, including our high-net-worth team. He counsels a broad range of clients and has a particular focus on meeting the unique planning needs of corporate executives globally and across a breadth of industries. Leveraging his extensive experience working with senior-level executives across many industries, Michael developed a specialty advising clients in the pharmaceutical industry globally, including current and former employees of Merck, Novartis, Pfizer, and Johnson & Johnson. Michael regularly advises clients on issues such as deferred compensation elections and stock option disposition strategies, along with managing single-stock concentration risk as it relates to an executive’s overall retirement and charitable plans.The financial advice, analyses and options that Michael provides are often the foundational source of information for his clients leverage to make life decisions such as professional, career or familial choices.
A graduate of Hofstra University, Michael has worked at KPMG and J.H. Cohn LLP prior to joining RegentAtlantic in 2001.