As the Wealth Manager at Imperia Wealth Management, Mike is the chief architect of the portfolio strategies we put together for our clients. With 25 years of experience, Mike brings a level of intellectual excellence rare to our industry.
Mike began his career right out of college, with Prudential Financial, experiencing immediate success, qualifying for the 1995 Regional Business Conference, in his first year. In 1996, Mike transferred to Prudential Securities, officially beginning his investment management career. At the early age of 25, he was named Quantum Portfolio Manager, making him one of the youngest Portfolio Managers in Prudential’s history. In 1998, Mike accepted an opportunity to do the same at Merrill Lynch, where he was quickly recognized for his success, being named to the Merrill Lynch Executives Club that same year, before moving on to Mellon Advisor Services, where he was a Vice President, Financial Advisor & Board Member. In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments.
Serving on many executive committees, Mike directly trained and mentored several of Fisher’s VPs nationally. Mike was part of a select group of tenured VPs instrumental in the incredible asset growth experienced over his nearly 16 years there. In 2019, Mike accepted the position of Wealth Manager with Securian Advisors of New England. He continued gaining recognition for his success, qualifying for Million Dollar Round Table (MDRT) as well as Securian’s Achiever’s Club in 2021. In 2022 he excelled further, qualifying for MDRT’s Court of the Table and Securian’s Excellence in Performance, Foundations Club & National Conference.
In December of 2020, Mike founded Imperia Wealth Management with the mission of providing a Concierge Level Wealth Management experience to every client.
Mike graduated from Bentley College in Waltham, MA, with a degree in Economics in 1994. Mike holds the Series 7 and 66 FINRA registrations and is a registered representative and investment advisor representative of SagePoint Financial Inc.
Mike has been a leader in his community as well, volunteering for several years with Junior Achievement and serving on the Board of Directors of the West Bridgewater Youth Athletic Association for 10 years. He was President of the WBYAA for 2 of those years. His many years of exceptional service to the youth of his community earned him the 2016 Service to Youth Award.
Mike and his wife of 26 years, Jen, reside in West Bridgewater, MA. They are proud parents of daughters Kayla (23), Morgan (22) and their son, Zachary (19).