Experience

Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Ranked as one of the top Financial Advisors in New York City by Forbes, Mike has been recognized industry wide for his commitment to helping clients achieve their financial goals.  Mike is the Senior Portfolio Manager and founder of Giacone Partners.  He has also earned the distinction of UBS Managing Director, a title reserved only for the highest ranking Financial Advisors. 

As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.  Mike's top priority as Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council.  He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

Mike has two children and currently lives in Westfield, New Jersey with his wife Jean.  Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.

Anthony is a senior portfolio manager and a Certified Financial Planner with 30 years of industry experience. Anthony’s expertise shines through in his experience with wealth preservation, risk management, and implementation of financial planning for multi-generational high net worth families, as well as in his vast knowledge of trust and estate topics. Anthony earned a BA in Economics from SUNY New Paltz, and currently resides in Long Island City, NY.

Tom has provided financial guidance to clients for more than 28 years. He graduated with a B.A. from Rutgers University, Rutgers College where he was a member of the Lacrosse Team '88 to '92 and honored recipient of the Robert Collett Award. He also completed the Morgan Stanley Investment Consultant's Program at the Wharton School, University of Pennsylvania. Tom is the team Syndicate Coordinator and Equity Specialist. He lives in Fairfield, CT with his wife and two children and is active in his community. Tom plays in a masters lacrosse league and enjoys tennis and cycling.

Michael played College Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor's Degree in both Marketing and Management. Following graduation, Michael played out his final season with the Eagles while pursuing a Master's Degree in Leadership & Administration. After receiving his Master's degree in May of 2017, Michael joined Giacone Partners in June of 2017.

Michael, a Certified Investment Management Analyst, focuses on constructing investment strategies, conducting due diligence screenings and exploring alternative investment solutions. He is the team’s Certified Exit Planning Advisor, specializing in helping business owners achieve successful transitions and exits. Michael currently lives in Westfield, New Jersey with his Wife and Daughter.

Doug serves as the Team's dedicated relationship manager for high net worth families, overseeing the implementation and monitoring of our managed portfolios. He is a Chartered Retirement Planning Counselor and with a keen eye for operations and compliance. With 13 years of industry experience, Doug ensures a seamless financial experience.

He earned his Bachelor of Science in Economics from the Smeal College of Business at the Pennsylvania State University and holds his Series 7, 63, and 65 licenses as well as his Insurance License. Doug is the account manager for the high net worth clients and oversees the implementation and monitoring of managed portfolios and equity and fixed income trading. He lives in Westfield, New Jersey with his wife, two daughters, and dog.

Victoria graduated from Baruch College with a Bachelor of Arts in Corporate Communications and Economics in May of 2013. While earning her undergraduate degree, Victoria became exposed to wealth management through interning at Morgan Stanley where her tenure was extended into the Client Service Associate role. Upon graduation, Victoria was accepted as one of ten analysts in the Morgan Stanley Diversity Council's Branch Analyst Program. 

Victoria is a Certified Financial Planner with a decade of industry expertise. She collaborates closely with high net worth families, crafting tailored plans that align with their desired lifestyles and goal. She currently lives on Long Island with her Husband and Daughter.

Alexis graduated from Fordham University's Gabelli School of Business with a Bachelor's Degree in Business Management and Finance in 2015. Alexis's primary focus is client services, including operational and administrative duties. She is also responsible for daily account monitoring and assisting clients with their cash management needs. Alexis holds her Series 7 and 66 licenses. Alexis lives in Long Island City with her boyfriend and their two dogs.