Experience

Michael is a director in Citrin Cooperman’s Business Management and Family Office Practice. He is an experienced professional with over 15 years in financial services, providing clients with tailored investment portfolios and financial planning solutions.

Prior to his role at Citrin Cooperman, Michael was the chief investment officer and head of ORBA Wealth Advisors and held various positions at well-established financial institutions.

In 2017, Michael joined a private wealth management firm where he served as managing director, co-head of investments. During this time, he led the investment committee, developed the firm’s investment philosophy, built and led the investment department, assisted with 14 M&A acquisitions, and helped scale and grow the advisory firm from $800 million to $12 billion in assets under management (AUM).

Driven by entrepreneurial spirit, Michael then founded and sold a financial technology company where he developed a patent-pending process to automate fixed income analytics for corporate and municipal bond investors. As a recognized thought leader, Michael is a frequent speaker at industry panels, podcasts, webinars, and his insights have appeared in publications such as The Wall Street Journal and Citywire.

Michael’s financial services and entrepreneurial journey have equipped him to connect with clients, understanding firsthand the complexities of business ownership. This perspective enables Michael to forge meaningful connections with clients, adeptly addressing their unique investment and financial planning needs.