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 Executive Director, 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.
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