Mike is a Principal, an Accredited Investment Fiduciary Analyst through the Center for Fiduciary Studies at the Katz Graduate School of Business. He is a Certified Financial Planner™ through the College for Financial Planning and a Certified Investment Management Analyst ℠ through the Wharton School at the University of Pennsylvania.
He began his financial services career in 1992, and has been affiliated with firms such as Merrill Lynch and Paine Webber before joining Madison Wealth Managers in 2009. Mike received his Bachelor’s Degree from Siena College and holds the Series 7, 24, 63 and 65 registrations, as well as Life and Health Insurance Licenses.
