Mike brings over three decades of investment management experience working with many of the largest asset managers in the industry. He has held a variety of rolls over his career and is known as a team builder and collaborator designing and launching several business units for firms such as Voya and Morgan Stanley. Mike brings his vast investment experience and a collaborative attitude to Coastal Bridge Advisors, helping to guide clients towards their financial goals.

Mike graduated from Fordham University with a Master’s Degree in Finance. He also holds the Series 65 securities license as well as the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania Wharton School of Business and the Certified Private Wealth Advisor (CPWA) designation from the Chicago Booth School of Business.

Mike is a member of the Disciplinary Hearing Committee with the Investments and Wealth Institute. He also volunteers his time with several community organizations dedicated to supporting local youth.

A lifelong resident of the New York Tri-state area, Mike now resides in Sunset Beach, NC with his wife, Pat. They are the proud parents of three impressive young ladies currently making their own stamp on the world.