Michael combines a lifelong passion for the markets with a hands-on, relationship-driven approach to advising families.
Post studying Finance and Economics in college, he has spent more than 25 years in financial services, beginning his career on the institutional side of asset management, where he worked as a portfolio manager investing significant capital across a range of long-only and hedge fund strategies. His experience includes roles at large financial institutions such as J.P. Morgan and Bear Stearns. Through years of research, trading, and portfolio construction, Michael developed a disciplined, analytical approach to investing—and a lifelong fascination with how markets work.
Over time, however, he found himself wanting something more personal—where his work with the markets could directly impact the lives and decisions of the families he served.
Michael transitioned into Wealth Management more than a decade ago, drawn by the opportunity to apply institutional-grade investment thinking in a way that truly served individuals and families. He believed clients deserved customized portfolios managed to their goals in a risk-based way. He is an advisor who takes the time to explain decisions, manage risk thoughtfully, and stay engaged through every stage of the clients’ lives.
At NorthStar, Michael leads the firm’s investment team and works directly with clients as an advisor. He is known for spending meaningful time researching companies and markets, as well as on the phone with clients—discussing not only portfolios, but also family priorities, business decisions, and long-term goals. Helping people make better financial decisions with confidence and clarity is a top priority for Michael.
He partners closely with Robert, whose planning-first philosophy complements Michael’s investment focus, creating a balanced approach that combines thoughtful financial planning, disciplined portfolio management, and a high level of personal service.
Outside of work, Michael lives in Bucks County, Pennsylvania with his wife, Stacy, and their three children, Hailey, Chase, and Lexi and their dog Winnie. A lifelong fan of Philadelphia sports teams, he brings the same passion and intensity to following the markets as he does to cheering on his hometown teams.
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