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.

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.