Michael A. Email & Phone Number

Greater Philadelphia Area

- Specialize in providing private client advisory services to ultra-high net worth individuals with assets exceeding $25,000,000.- Orchestrate high level sales process, foster robust client relationships, and deliver continuous advisory services to ultra-high net worth client base.- Over $200,000,000 in assets under management raised for internally managed portfolios.- Comprehensive Trust & Estate Advisory to Ultra-High Net Worth Clients

Board of Directors - Finance Committee Member, April 2020 - PresentBoard of Directors - Finance Committee Chair, April 2020 - June 2022Student Board President, January 2015 - January 2016Student Board Member, January 2013 - January 2015Hillel at Temple University is dedicated to being a welcoming community, engaging students in Jewish culture through social, religious, and educational programming. Our purpose is to connect with students and allow their ideas, experiences, and leadership to guide and influence our programs. Students have the support and mentorship of our staff as they cultivate their own ways of living Jewishly and become Jewish campus leaders, passionate and excited about developing opportunities for their peers.

Philadelphia, Pennsylvania, United States

- Executed comprehensive budget audits to assess the efficacy of expenditure by the Department of Human Services and its subcontractors, ensuring responsible utilization of tax dollars.- Diligently analyzed subcontractor invoices, contributing to enhanced transparency and accountability in financial operations to safeguard the interests of Pennsylvania taxpayers.- Successfully completed over 60 fiscal and budget analysis projects, encompassing the development of fiscal guidelines and standardization of invoice procedures.

Philadelphia, Pennsylvania, United States

- Selected for the City's prestigious Exploring Government program, enabling in-depth informational interviews with high-level government officials, fostering a keen interest in public service.- Played a collaborative role in a 7-member team on a comprehensive summer-long property tax research project, involving extensive interviews with community leaders to investigate the low registration rates for tax break programs among community members.

Yokohama, Kanagawa, Japan

Taught grammatical and conversational English to several classes of 20+ students. Conducted individual & group sessions.

Woodbridge Township, New Jersey, United States

Bachelor’S Degree, Economics, 3.80 Gpa

Focused on Monetary Policy, Interest Rates, and Productivity

Bachelor’S Degree, Economics, 3.80

Freeman Scholarship recipient to study abroad in East Asia.

Finance And Financial Management Services