Michael obtained his Bachelor of Science degree from the State University of New York at Cortland, and has earned Chartered Life Underwriter and Certified Financial Planner Designations.

In 1999 he received the prestigious Dalbar Financial Professional Seal, awarded to an elite group of planners who placed highest in client trust, service, and investment performance according to Dalbar's extensive national research.

Michael is currently a Vice-President of the Long Island Chapter of The Financial Planning Association; is on the Editorial Review Board of the Journal of Financial Planning and was chosen to be a guest speaker at the 2003 Society of Financial Services Professionals National Conference. In 2001, 2002, and 2003 Bloomberg named him to their list of Top Wealth Managers according to such criteria as average individual account size and overall growth in assets under management. In addition, qualifying firms have to be independently owned and operated, offering comprehensive planning services in house.

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