With over 15 years of experience, Mike is our team’s senior member and principal. He began his career spending 9 years as a Vice President of Investments at Smith Barney, and a subsequent 6 years in the same capacity at UBS Financial Services. He focuses primarily on asset management and retirement planning for individuals and families. Mike was awarded the Financial Planning Specialist designation from Smith Barney, and has been named a Platinum Advisor by SunAmerica for the past three years. He graduated from Malden Catholic High School as a member of the National Honors Society, and later attended Suffolk University, where he graduated Magna Cum Laude with a double major in Finance and Accounting. Mike prides himself on the superior level of service he provides his clients, and believes that his academic and career accomplishments highlight his hardworking and results driven nature. Mike currently lives in Milford with his wife Maria, and his three children Michael, Alex, and Melina.
Chris began his career working on a team with Michael at UBS Financial Services, and then moved on to take up a role as an equity analyst at AP Capital, a $2Bn Hong Kong-based hedge fund . His primary role is locating and implementing solutions that best meet the complicated financial needs of clients. He graduated from Bishop Hendricken High School as a member of the National Honors Society, and later attended Brown University, where he graduated with a double major in Business Economics and History. Chris believes that the key to every effective financial plan, is honesty, transparency, and trust. Chris currently lives in Cambridge, and enjoys playing golf, traveling, and spending time with friends and family.