Position: Managing Director
Phone: +1 732 523 2245
LinkedIn: View Profile
Mike is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Mike is responsible for providing comprehensive wealth management and planning to a diverse client base of high-net-worth individuals, corporate executives and retirees globally. With nearly 2 decades of experience, Mike tailors plans that encompass areas including tax, employee benefits, estate planning and investments.
Prior to Leo Wealth, Mike was a Partner and founding member of LeoGroup, an independent wealth, tax and investment advisory firm. Before this, he was a wealth advisor with FCG Advisors, a boutique investment advisory firm serving high net worth clients.
Mike began his career with the Ayco division of Goldman Sachs where his focus was on providing counseling to the senior partners of the firm, including sophisticated tax, estate, investment and insurance planning, as well as retirement and benefits counseling. He also provided comprehensive fee-based financial counseling to Fortune 500 executives and high-net-worth individuals nationwide.
Mike graduated with a Bachelors degree in Economics from Rutgers University. He holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.