Mike is a Partner and Advisor at Rialto Wealth Management. He has over 10 years of experience in the investment advisory and private wealth management industry. In addition to working directly with clients, Mike specializes in complex estate and tax planning matters.
Education & Credentials:
- B.A., Hamilton College
- MBA, Union Graduate College
- J.D., Albany Law School - Admitted to practice law in New York State, Third Judicial Department
- Chartered Financial Analyst (CFA) – CFA Institute
Professional Organizations:
- SUNY ESF (College of Environmental Science and Forestry) Foundation Board – Board Member
Personal Life:
- Mike and his wife Brit live in Auburn with their golden doodle Moose.