![]() Michael is a proud graduate of Boston University. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Past performance is not an indication of future results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. ![]() Rankings based on data as of June 30 of prior year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Michael began his collegiate career at Brown University before transferring to Cornell University to play tennis. Michael was a first-team All-Ivy pick as well, and was named Co-Captain of the Cornell tennis team his Senior year. He is currently a top ranked Tennis player on the ITF, and was the Ivy League Player of the Year at Cornell and was inducted into Cornell’s Hall of Fame. Michael and his partners lead a team at Merrill Private Wealth Management with a focus on Ultra High Net Worth Individuals, Business Owners, Family Offices, Foundations, and Institutional clients, both in the United States and abroad as one of the few International Accredited Advisors at Merrill. Rankings based on data as of June 30 of prior year). He was named to the Forbes “Best-in-State” Wealth Advisors list for the past 5 consecutive years in 2018, 2019, 2020, 2021 & 2022 since the inauguration of the Forbes listing(Published annually Jan – April. A graduate of Cornell University with a Degree in Economics, Michael went on to further his education with a MBA in International Business from Lynn University. Michael has spent his entire working career with Merrill for the past 20+ years, serving his Ultra High Net Worth clients and is currently part of the prestigious Merrill Private Wealth Management division.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |