Michael is Director of Investment Strategy for Global Family Office. In this role, he is responsible for creating and helping to execute the long-term strategy for the global family office investment team. Additionally, Michael is responsible for developing investment-focused relationships with BNY Mellon’s largest and most complex single family office clients and prospects in an effort to understand their needs and help them solve their investment problems.   

Previously, Michael worked at Fidelity Investments from 2014-2023.  He led the investment team responsible for establishing investment-focused relationships with some of the largest ($1B+) and most complex single family offices in the US. Prior to joining Fidelity, Michael was an Investment Consultant at NEPC, LLC where he provided asset allocation, portfolio construction, risk management and manager selection advice to Family Office, University Endowment and Foundation clients.

Michael earned his Master of Business Administration and Master of Science in Finance from Boston College, and his Bachelor of Arts in Philosophy and Economics, with Distinction, from Boston University. Michael is a CFA charter holder and holds Series 7 and 24 securities licenses with FINRA.