Michael is the Director of Wealth Strategies at Vernal Point Advisors, and also serves as a client advisor.
As Director of Wealth Strategies, Michael is involved in the development of the firm’s financial decision making tools, customized portfolio construction methods, and systems. He is instrumental in helping Vernal Point deliver deep customization cost-efficiently to our client base.
In his role as a client advisor, Michael focuses on clients with needs in the areas of concentrated wealth management, executive compensation optimization, exit planning, and family office services.