Associate Wealth Advisor
Mike, one of our Associate Wealth Advisors, has always been driven to work in a position where he can make a positive impact on people’s lives. That drive paired with his fascination with the economy is why he decided to become a Wealth Advisor. Mike was drawn to 10-15 Associates by the opportunity to work with a team of experienced professionals who all share the goal of providing the best possible care to our clients. Mike’s favorite part about being a Wealth Advisor at 10-15 is being able to help. Whether it’s assisting clients to achieve their long-term goals, or just simply answering a question, making a difference no matter how big or small is what pushes Mike every day. He also enjoys the fact that no two households are the same, so every day brings something different.
As an Associate Wealth Advisor, Mike meets with current and prospective clients to discuss their personal and financial goals. He helps clients plan for retirement, successfully navigate through the transition into retirement, runs income projections, and reviews portfolio performance. Mike prides himself on being able to assist clients and prospective clients with all aspects of their financial situation.
Mike graduated Magna Cum Laude from Fordham University’s Gabelli School of Business with his Bachelor’s Degree in Finance. He also ran Division I Cross Country and Track & Field at Fordham, serving as a team captain.
Mike can often be found outside, either running in local races or hiking. He also spends as much time as possible with his girlfriend Emily, family and friends, and following his favorite sports teams—the NY Yankees, Chicago Bears, NY Rangers, and NY Knicks.