Who’s Mike: Rated among the best financial advisors in America by Worth Magazine, Medical Economics, Mutual Fund Magazine and Bloomberg Wealth Manager, and extensively quoted in the financial media, including the Wall Street Journal, New York Times, Kiplinger’s Personal Finance, Money Magazine and many others, Mike is FAI’s founder and visionary.
Where Mike Got His Start: Mike began his career on Wall Street where he held positions as Analyst, Research Director and Vice President for Standard & Poors and New York Stock Exchange Member Firms. After moving his family from New York to Baltimore in 1978, Mike joined T. Rowe Price as Vice President and as Director of Research, responsible for the research activities supporting all of Price’s equity investments.
Mike’s academic degrees are in Economics (Assumption College) and Law (Fordham University School of Law). As a firm believer in continuing education, he has completed Financial Management programs at Stanford and Princeton Universities and earned the CERTIFIED FINANCIAL PLANNER™ certification in 1989. He is a Registered Investment Advisor and admitted to the New York Bar.
Why Mike Founded FAI: Working on Wall Street gave Mike the expertise he needed to become a leading and respected financial advisor, but it did not give him the intimacy he desired to grow with his clients. He also felt that there was a lot wrong with the way financial planning was done, and that things had gotten so complicated that it was near impossible for people without degrees in finance and Wall Street experience to figure out what to do with their money. He founded FAI determined to bring the expertise of Wall Street to the people of Main Street, and to create a way of working with people that built greater trust and a deeper relationship.
What Does the Future Look Like on Mike’s Terms: “We haven’t just built a wealth management firm, we’ve built a family – and that includes our clients. The future on my terms is FAI serving our clients’ childrens’ children.”