
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His financial career began immediately after he graduated from The College of Holy Cross in Worcester, MA, where he earned a bachelor’s degree in economics. In addition to applicable securities registrations and insurance licenses, Michael has earned the CFP® certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Before moving to New England, Mike spent his childhood on the North Fork of Eastern Long Island, where he developed his passion for golf, tennis and all things outdoors. He currently lives in Windham, NH with his wife and their three children.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...