Michael joined Merrill Lynch Wealth Management in 2009. Having earned the Accredited Asset Management Specialist™, Accredited Wealth Management Advisor™, and Chartered Retirement Planning Counselor™ designations, he is responsible for developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help them pursue their short-term and long-term financial goals. His areas of focus include retirement planning, wealth transfer and legacy planning, investment management, and philanthropic strategies. He was named to the Forbes "Best-in-State Wealth Advisors" List in 2025, 2024, & 20231 (published annually Jan - Apr. Rankings based on data as of June 30 of prior year), the Forbes "Best-in-State Next-Generation Wealth Advisors" List in 2025, 2024, 2023, 2022, & 20192 (published annually Aug - Sept. Rankings based on data as of March 31 of current year), and the Forbes "America's Top Next-Generation Wealth Advisors" List in 20183 (published on July 25, 2018. Rankings based on data as of March 31, 2018). Michael is a graduate of the Gabelli School of Business at Fordham University with a Bachelor of Science in Business Administration, with a concentration in Finance and a specialization in Business Communications. He is also a graduate of Regis High School in Manhattan. Michael is an avid supporter, volunteer, and Junior Board member of the Make-A-Wish Foundation, which grants the wishes of children with life-threatening illnesses. Additionally, he is a proud member of the National Italian American Foundation (NIAF) and the Order Sons of Italy in America (OSIA). Michael is a Westchester County native and currently lives with his wife, Selin, and daughter, Chiara Nina, in Brooklyn Heights.
1Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - Apr. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
2Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year. Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
3Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018. Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
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