Senior Associate, Central Operations
Michael is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Michael worked as a client service specialist at Stifel Financial in Chicago and most recently as a trader at Voya Financial in Arizona. Michael earned his bachelor’s degree in Entrepreneurship and Small Business Management from Central Michigan University. In his free time, Michael enjoys getting together with friends and family, traveling with his girlfriend, and is an avid runner.