As the Director of Investment Services, Michael is responsible for the fiduciary review of all investment clients, analyzing advisory investment accounts and qualified plan investments, as well as evaluating management strategies and products with a focus on optimal results and volatility management. He finds his position particularly gratifying as his daily activities, which include researching suitable recordkeeping platforms for plan sponsors and participants, directly translate into more retirement dollars for clients.
He had been with Preferred Pensions, LLC for over a decade before merging into U.S. Financial Services in 2018, with more than 20 years of total experience in the financial industry. He graduated with honors from Rutgers College where he studied both finance and art history. His interests include reading, exercising, and cooking with his wife.