As Executive Director of Investments, Michael leads Balefire’s investment team and sets the firm’s overarching investment strategy. He oversees portfolio construction, manager due diligence, and risk management, ensuring every portfolio reflects Balefire’s disciplined, client-focused philosophy.
With more than 15 years of experience in portfolio management and investment selection, Michael is passionate about helping advisors and clients translate sophisticated strategies into clear, actionable outcomes. He serves as the chief steward of Balefire’s investment philosophy, keeping it consistent, effective, and aligned with the long-term goals of the individuals and institutions the firm serves.
Before joining Balefire Wealth, Michael was a Senior Vice President and Advisor at Merrill Lynch, and began his career at Morgan Stanley, where he advised high-net-worth families. Michael earned a B.A. in Psychology from Williams College and an MBA in Finance from the University of Miami. He is a Chartered Financial Analyst (CFA) charterholder and a member of both the CFA Institute and the CFA Society of South Florida.