First Vice President–Wealth Management
Financial Advisor
Experience and Discipline
Michael follows a simple, yet disciplined, approach to managing equity portfolios for his clients, and enjoys working on a daily basis with other UBS Financial Advisors across the United States. As Senior Portfolio Manager for RiverView Investment Group, he designs customized equity portfolios that meet each client's specific investment objectives, tolerance for risk, and cash flow requirements. Throughout Michael's 24 years in the industry he has specialized in designing and managing customized portfolios for affluent investors. He began his career in financial services in 1997 with McDonald Investments, Inc., which was later acquired by UBS.
Credentials
In addition to earning the Certified Public Accountant (CPA) designation, Michael holds a B.A. in political science from John Carroll University in University Heights, Ohio. He also holds Series 7, 63, and 65 securities licenses.
Outside of Work
Michael lives in Rocky River, Ohio with his wife, Ellen, their two sons, Jim and John, their daughter, Mary, and their dogs, Bernie and Wally.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Financial Advisor
Experience and Discipline
Michael follows a simple, yet disciplined, approach to managing equity portfolios for his clients, and enjoys working on a daily basis with other UBS Financial Advisors across the United States. As Senior Portfolio Manager for RiverView Investment Group, he designs customized equity portfolios that meet each client's specific investment objectives, tolerance for risk, and cash flow requirements. Throughout Michael's 24 years in the industry he has specialized in designing and managing customized portfolios for affluent investors. He began his career in financial services in 1997 with McDonald Investments, Inc., which was later acquired by UBS.
Credentials
In addition to earning the Certified Public Accountant (CPA) designation, Michael holds a B.A. in political science from John Carroll University in University Heights, Ohio. He also holds Series 7, 63, and 65 securities licenses.
Outside of Work
Michael lives in Rocky River, Ohio with his wife, Ellen, their two sons, Jim and John, their daughter, Mary, and their dogs, Bernie and Wally.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
