Michael is an Executive Director, Financial Advisor and Portfolio Manager at Morgan Stanley. His combination of retail and institutional experience provides his clients with knowledge and experience in capital markets, fixed income, lending and customized structured investment products. Michael has distinctive capabilities in helping identify undervalued securities and market inefficiencies in the fixed income realm, which has seen in recent years more frequent instances of trading illiquidity and of special situations among corporate credits – especially in volumes conducive for individual client opportunities.
Prior to joining Morgan Stanley in 2011, Michael was employed as a financial analyst on the due diligence team at a private equity fund focusing on distressed debt LBOs, and as a financial analyst at AIG. During his time in private equity, Michael was responsible for analyzing individual portfolio company investments and supporting secondary and distressed debt LBO portfolio funds.
Michael lives in Florham Park, New Jersey with his wife, Lindsey, and their daughter, Aveline. He holds the Portfolio Manager and Lending Specialist designations, the Series 7, 31, 63, 65, 66 and Life, Health and Accident Insurance Licenses.
Services Include
- Professional Portfolio Management
- Asset Management
- Corporate Bonds
- Municipal Bonds
- Structured Products
- Alternative Investments
- Institutional Services
- Corporate Pension Funds
- Business Planning
- Trust Accounts
Securities Agent: AR, WY, IN, NH, MO, MA, KY, KS, IA, NM, NJ, ME, DE, DC, AL, AK, OR, MS, MN, CT, PR, VA, PA, MD, TX, OH, GA, FL, WV, WA, VT, SC, OK, CO, CA, MI, AZ, UT, SD, NE, MT, ID, WI, TN, RI, NY, ND, NV, NC, LA, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272824