Michael Finkel

Vice President
Analyst/Capital Markets

Thank goodness Mike went to the University of Wisconsin, where their sports programs have a demonstrable amount of success. Why? Well Mike is a long-suffering Mets and Jets fan and at least he now gets some positive reinforcement rooting for his alma mater.

An Elijah Watts Scholar (an award AICPA bestows on candidates who have outstanding performance on the CPA exam), Mike is great with numbers and uses this facility to seamlessly execute portfolio changes for the entire firm. Building from his expertise in the municipal bond world, Mike helps our clients preserve, grow and plan for their wealth, effectively addressing all eventualities for our clients and their families. Mike would consider himself a globalist, as he loves to travel and as he does, he’s always thinking about new ways to use this knowledge to help be proactive relative to portfolio reallocation.


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