Partner, Vice President
Senior Registered Client Administrative Manager

Michael helps us maintain the high level of client service we provide, and is responsible for all the administrative needs of our clients. He brings with him a significant understanding of the competencies of adaptability, organization, communication and client service excellence. Michael holds Series 7 and 66 securities licenses, and is a graduate of Bowdoin College, where he was a starting Division 3 football player.

Phone 617-377-4423