Michael oversees M’s wealth management businesses, which support Member Firms through customized solutions, systems, and processes. He joined M from National Advisors Trust Company, where he served as COO. Previously, he served as VP, Head of Private Client Group at American Century Investments, as well as Market Leader with Fidelity Investments, where he worked for 24 years.
Michael received his MBA in Organizational Behavior/Human Resources from Westminster College. He holds FINRA Series 6, 7, 9, 10, 63, and 66 licenses, and he earned his Executive Education Program certificate from the Securities Industry Institute at the University of Pennsylvania Wharton School of Business.