Senior Portfolio Manager
As head of the Bosphorus Wealth Management Group, Michael is a Financial Advisor, Senior Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ professional who brings almost twenty years of experience developing and implementing financial strategies focused on providing tailored wealth management advice and solutions based on each family’s specific needs.
Utilizing a thorough due diligence process to understand family dynamics and complex wealth management needs, Michael structures holistic family wealth management plans to incorporate trust & estate planning strategies, retirement planning, insurance and credit management with asset allocation, investment selection, risk management and portfolio construction.
Michael works with the team to construct, implement and monitor clients portfolio construction, investment selection, and asset allocation. Developing the group’s overall strategic investment vision and identifying new investments for clients.
As a result of Michael’s specialized training and experience, he has attained the highly regarded title of Senior Portfolio Manager.
In addition, Michael heads the team’s fixed income research, strategy and implementation process. He focuses on providing in-depth fundamental and technical analysis across a broad spectrum of fixed income and equity investments. Michael works closely with market strategist, credit analysts and traders to discover and implement investment opportunities in the fixed income markets. This allows him to identify, construct and manage investment portfolios, on a fully discretionary basis.
Before joining UBS, Michael was an Account Vice President at Morgan Stanley and an investment advisor at J.P. Morgan Securities LLC, Bear Stearns & Co. and RBC Dain Rauscher.
Michael is a member of the Municipal Bond Club of New York and the Society of the Friendly Sons of St. Patrick in the City of New York.
Michael currently resides in Garden City, NY with his wife and three children.
Senior Wealth Strategy Associate
Passion and integrity are guideposts
Inspired by her father’s fulfilling career in financial services, Meghan always knew that following his footsteps into wealth management would be a natural fit. With over a decade of experience, she draws upon a wide range of disciplines allowing her to guide clients through the complex issues surrounding the growth and preservation of their wealth. Meghan is passionate about cultivating collaborative client relationships. She has a natural ability to empower clients, ensuring they and their families feel taken care of, their voices are heard and they have a reliable advisor guiding them toward well-informed decisions.
Guiding clients to achieve what matters most
Meghan plays a critical role in her team’s efforts to offer comprehensive, personalized planning and investment solutions, with the goal of helping clients secure their legacy. Foremost in Meghan’s thinking is creating a personalized plan, instilling confidence through various life stages and the ever-changing market environment. When evaluating each client’s unique situation, she draws on her extensive experience, professional network and the full scope of resources available across UBS’s deep global presence to address what matters most.
Meghan, her husband Dan and their son reside in the South Shore of Massachusetts. She is committed to community service and supports organizations such as the Make-A-Wish Foundation and Cure HHT. Meghan enjoys golfing, skiing, traveling and boating, as well as spending time with her family, friends and French bulldog.