Michael has been in the Financial Services industry for over thirty years. He started his career on the floor of the New York Stock Exchange and has held a succession of management, sales and service roles in the domestic and international private-client and institutional businesses.
As the Chief Development Officer at BCJ, Michael is responsible for consulting with Advisors to grow their businesses and improve overall effectiveness and productivity. He is also responsible for management, sales, and operations. Michael has been helping advisors in the RIA industry grow for over 16 years.
Michael spent the majority of his career at Merrill Lynch and TD Ameritrade for 19 and 8 years respectively. He has always focused on servicing the advisors he works with in his management, sales, technology and compliance roles. Michael lives with his wife Julie that he met on his first day of college at Loyola University in New Orleans where he earned a BA in Finance. He also attend Richmond College in London, England where he concentrated his studies in International Business. Michael and Julie have two daughters, Charlotte, who attends the business school at the University of South Carolina and Caroline, who is on the pre med track at the University of North Carolina at Chapel Hill.