Michael is a managing partner and co-founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. Michael graduated from Lafayette College with a joint degree in Economics & Mathematics. His first official foray into financial services was in the Treasury Department of M&T Bank. Working on the fixed-income desk, Michael traded Fed Funds, Mortgage Backed securities and foreign currency.

 

In 1996, Michael transitioned to OLDE Securities, where he actively traded equities for individuals and institutional accounts. Choosing to focus on a retail clientele, Michael joined New England Financial in 1998 in an effort to offer a wider array of financial planning services. He has earned the Certified Financial Planner (CFP®) designation and subsequently the Chartered Financial Consultant (ChFC) designation through the American College. The Chartered Financial Consultant remains the most comprehensive designation in the financial planning field.

 

Michael is the author of A Preference for Preferreds: All You Need to Know about Investing in Preferred Stock (available on Amazon and Kindle).  He has also authored featured articles for several industry publications, been interviewed on National Public Radio and has been quoted in many financial periodicals, including Fortune & Kiplinger's magazines.  A recognized expert on qualified retirement plans, he has also written on employer fiduciary responsibility for the NJ Law Journal.  Michael has served as an adjunct professor of Economics & Finance at Seton Hall University. He is also an arbitrator in the Financial Industry Regulatory Authority (FINRA) Dispute Resolution forum. There, Michael serves as an industry expert panelist hearing cases between brokers, broker/dealers and customers.

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Michael lives in Mendham, NJ with his wife, Sandy, their three children and two dogs.  He is an avid outdoorsman, enjoys playing golf and volunteers in the community as an active member of the Pastime Club.

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