With over two decades of experience, Michael has established himself as a dedicated Financial Advisor that focuses in high net worth planning, with a particular emphasis on athletes and front office executives. His strategic approach and in-depth understanding of the financial landscape allows him to deliver tailored strategies to his clients. In 2026, Michael formed the 717 Sports Group to better serve his Global Sports and Entertainment clients.
Michael graduated from Penn State University with a degree in Finance and joined Morgan Stanley in 2004. Since joining, has served as a Senior Vice President, earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, became a Global Sports and Entertainment Director, and was selected for the NFLPA Registered Institutional Player Financial Advisor designation.
His dedication to excellence and commitment to personalized service have earned him recognition as a leader in the industry. In 2023, 2024, 2025, and 2026 he was named as one of the Best-In-State Wealth Advisors in Pennsylvania by Forbes.
Disclosures:
2023, 2024, 2025, 2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024, 2025, 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Services Include
- Donor Advised Funds
- Retirement Planning
- Alternative Investments
- Trust Services
- Business Planning
- Wealth Management
- Professional Portfolio Management
- Philanthropic Management
- Financial Planning
- Estate Planning Strategies
- Business Succession Planning
- Asset Management
Securities Agent: ID, CT, UT, NJ, MT, AZ, AL, VA, CA, WY, KS, IL, FL, CO, WI, WA, PA, MA, KY, DC, AK, TN, NV, NC, MO, IA, WV, VT, NY, MI, IN, NH, SC, OH, MD, TX, OR, GA, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1523453