Michael’s seasoned wealth management experience was honed by positioning his own family to capture the success of his 16-year career as a proprietary trader on and off the floor of the Chicago Mercantile Exchange. Michael specialized in developing and implementing proprietary trading strategies for trading fixed income products, with a focus on managing risk. Many years, he traded derivative contracts representing trillions of dollars in notional value.
In addition to his professional experience, Michael attended University of Florida , receiving his B.S. He additionally holds the Registerd Financial Consultant (RFC) and the Certified in Long Term Care (CLTC) designations, and as an Investment Advisor Representative, he has a legal fiduciary responsibility to act in the best interests of his clients. He holds a Life and health License and gained his status as an Investment Advisor Representative by passing the extensive Series 65 securities examination.
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