Michael graduated Cum Laude from Princeton University in 1981. He began his
professional career with the accounting firm of Coopers & Lybrand, where he
became a Certified Public Accountant (CPA) in 1984. Michael earned his Masters
of Business Administration (MBA) degree from New York University in 1986. He is
an Investment Advisor Representative.
Michael helped to found Winged Keel Group in
1989 and has been a leader and key technical
resource as the firm has developed its market
presence and strengthened its internal
infrastructure over the years. Michael works on
the design of sophisticated life insurance
portfolios that enable clients and their
advisors to optimize economic results, minimize
risks, and/or expand flexibility in
intergenerational wealth management planning.
Michael is a member of the Yale Study Group, the
New York State Society of Certified Public
Accountants, the Estate Planning Council of New
York City, and the Association for Advanced Life
Underwriters (AALU).
Michael has four children and resides in Pepper
Pike, Ohio. He currently practices yoga and
enjoys tennis, golf, and basketball.
