Associate Wealth Advisor
As an Associate Wealth Advisor, and he is responsible for analyzing the client’s financial picture, preparing recommendations, and supporting Wealth Advisors in our development of strategies to help clients reach their goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as Chartered Retirement Planning Counselor℠ designation. Mike attended Drew University, earning his degree in Business Studies while competing for the men’s basketball team. Following graduation Mike spent two years in Europe playing basketball professionally, while earning his master’s degree in Business from the Institute of Technology, Carlow.
Prior to joining RegentAtlantic in 2021, Mike began his career in wealth management at Morgan Stanley. In his free time Mike enjoys spending time with his family, attempting to play golf, and working out. Mike remains a basketball enthusiast and is an avid New York Knicks and Rutgers Basketball fan. He currently resides in Somerset, NJ.