Michael A. Mingolelli, Jr., Esq.

 

 

 

 

 

 

Chief Executive Officer

Michael consults with ultra-affluent clients on the design, implementation and monitoring of wealth transfer life insurance portfolios. His clients include executives of public and private companies, hedge and private equity fund partners, business owners and family offices, as well as advisors focused on wealth management, law, tax and accounting.  Michael also advises employers and executives on the design, funding and administration of executive benefit plans.  In addition to leading Pinnacle's private client practice, Michael serves as the firm’s Chief Executive Officer.

Michael has been quoted or published in Private Wealth magazine, The Wall Street Journal, the Association for Advanced Life Underwriting’s (AALU) The Quarterly magazine, Insurance News magazine, the Boston Business Journal and New York Estate Planning News.  Michael has also presented at many industry venues, including the M Financial Group Annual Meeting, The Forum 400, the Boston University Graduate Tax Program and the Massachusetts Continuing Legal Education, Inc. (MCLE).

Before joining Pinnacle Financial Group, Michael was a corporate lawyer at Sullivan & Worcester LLP where he represented public companies and private equity firms.  Prior to that, Michael was a corporate lawyer at Testa, Hurwitz & Thibeault LLP where he represented technology companies in venture financings, acquisitions, public offerings and general corporate matters.

Professionally and personally, Michael is an active member of the community.  He serves on the Board of Trustees and as Assistant Treasurer of the Greater New England Multiple Sclerosis Society.  He is also a member of AALU’s Ambassador Program, and he serves as Vice-Chair of the Boston Estate Planning Council’s (BEPC) Programs Committee.  Recently, Michael finished a three-year term on the Board of Directors of the BEPC.

Michael graduated from Boston College with a B.S. in Finance, magna cum laude, and was a member of the Carroll School of Management's Honors Program. He also attended Boston College Law School, where he graduated cum laude.

Michael lives in Wellesley, Massachusetts with his wife, Amy, and their three daughters, Lauren, Kathryn and Jane.  Aside from spending time with his family, Michael enjoys reading, traveling and following the sports teams of his alma mater.