As a Managing Director and Clarfeld’s Chief Investment Officer, Michael presides at the intersection of the firm’s advisors, research, operations and portfolio management teams.
His primary responsibilities include directing our overall macro-economic and tactical asset allocation strategy, researching and evaluating managers for inclusion on the investment platform, and drafting internal and external investment communications.
Michael also meets with clients on complex investment issues, and sits on both the Clarfeld Investment Policy Committee and Advisory Board.
Before joining Clarfeld, Michael was a portfolio analyst and financial advisor at the investment advisory firm RMR Wealth Builders, where he was responsible for client asset allocation modeling and fund selection.
Michael, his wife, and their two children live in northern New Jersey. He and his family are deeply involved in the community and local organizations.