Michael consults with ultra-affluent clients on the design, implementation and monitoring of wealth transfer and private placement 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 and tax.
Michael has been quoted or published in Private Wealth Magazine, The Wall Street Journal, Barron’s Penta Daily, the quarterly magazine for the Association for Advanced Life Underwriting (AALU), InsuranceNewsNet, 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 PPLI/PPVA Forum, the SALI Fall Conference, the Alpha Alliance Meeting, the Boston University Graduate Tax Program and Massachusetts Continuing Legal Education, Inc. (MCLE).
Michael is an active member of the M Financial Group community where he serves on the M Financial Group Board of Directors as well as its Product Development Group and Technology Committee. He has also served on the AALU’s Board of Directors. In his local community, Michael serves on the Board of Trustees and as Assistant Treasurer of the Greater New England Multiple Sclerosis Society.
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 graduated from Boston College Law School, 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.