Michael Whittemore, CFA®, CFP®
Senior Wealth Advisor

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Michael brings over 25 years of industry experience and provides customized investment solutions that help clients meet their financial goals. Previously, Michael spent three years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA® Charterholder designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf, and football, including passionately following his beloved New England Patriots.