Bio

Michael is a Partner in Palisade’s Private Wealth Management group and a member of the Firm’s Operating Committee. Michael brings more than 25 years of experience to investment management, having managed both equity and fixed income portfolios. His holistic approach to providing customized guidance helps his clients make informed financial decisions throughout life cycle events. Michael has specialized experience in assisting families manage intergenerational wealth transfer, which has resulted in Palisade now working with both third- and fourth-generation family members. Michael prides himself in always being accessible and responsive to clients, and he is always available to share his deep knowledge of complex financial matters that affect affluent individuals and families. Deeply committed to giving back, Michael is an active philanthropist and community leader, serving on the Board of Directors for Jewish Home Foundation New Jersey, an organization that provides quality and compassionate home care for older adults. Michael received his B.S. in Business Administration and Certification in Healthcare Management from SUNY- Stony Brook. He was awarded a Certificate of Completion in Financial Planning from Fairleigh Dickinson University.