Michael is a wealth management advisor based out of the Boston, Massachusetts location.
Michael is the founder and CEO of WinCap Financial. At the firm, Michael acts as a Financial Advisor, Portfolio Manager, and a fiduciary, providing exceptional value to his clients and upholding the most honest and strategic plan, tailoring to the needs for every client.
Prior to the creation of the firm, he served as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust. Michael was also a portfolio manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors.
Michael holds the Chartered Financial Analyst (CA) designation and is an adjunct professor teaching investment classes at Endicott College and Bunker Hill Community College.