As a Relationship Manager at Prio Wealth, Michael maintains a consistent line of communication with clients, prospects, Prio Wealth advisors, and business partners to exceed client expectations. He also implements and delivers financial plans, executes on all account maintenance requests, and collaborates with his team to onboard new and existing clients.
Prior to joining Prio Wealth in 2018, Michael was a Financial Consultant at E*TRADE in their Boston office. Michael began his career at Fidelity Investments, and last worked as an Investment Consultant in their Burlington, Massachusetts office. He has worked in financial services for nearly 10 years.
He is a graduate of Brandeis University with a Bachelor of Arts. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2015.
Michael resides in Providence, Rhode Island with his wife, son, and dog. His personal priorities include family, travel, exercise, and proudly serves as Prio Wealth’s Fantasy Football Commissioner.