| Michael oversees investment strategy and thought leadership at Citizens Wealth to drive a best-in-class investment platform and client experience. He directs a seasoned team of strategy and portfolio management professionals to deliver globally diversified asset allocation guidance across equities, fixed income and alternative investments. Michael and his team provide a robust suite of investment options that are thoroughly researched and vetted, and they manage the firm’s proprietary investment strategies. The team provides expert insight on the macro-economic environment, market conditions, long-term investment outlook and the impact on client investment portfolios. Michael regularly provides his insights and perspectives on trends and developments impacting the markets, economy, asset
allocation and the wealth management industry to broadcast and national media outlets. He has appeared on Bloomberg
TV, CNBC and Yahoo! Finance and contributed to published media for Bloomberg News, CNBC.com, Reuters, the Wall Street Journal and other leading media outlets.Prior to his current role, Michael served as Director of Investment Services and Chief Investment Officer at Clarfeld and then Citizens Private Wealth.Michael received his B.A. from Queens College and holds the Chartered Financial Analyst designation |  |