Michael joined Clarfeld in 2004 and oversees all aspects of personal financial planning, estate planning, insurance planning and investment services for high net worth individuals and senior corporate executives.
Michael manages the day-to-day operations of Clarfeld's Personal Financial Planning department and is involved in training and career development for the junior team.
In addition to being a Certified Financial Planner®, Michael is also a designated Chartered Financial Consultant® and Chartered Life Underwriter®.
Michael lives in Westchester County, N.Y. with his wife and two children. In addition to spending time with his family, he enjoys live music and outdoor activities — including indulging in a good barbecue.