Michael joined Rockefeller in 2021 and has decades of investment and financial planning experience. Prior to Rockefeller, he advised his clients as a Managing Director with Merrill Lynch. Michael attained his Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania.
For enjoyment, Michael and his wife, Cyndi, focus on fly fishing, travelling and philanthropy.
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