Michael Riccardi Email & Phone Number

I serve as United Asset's President as well as a portfolio manager and counselor to our clients. My knowledge and experience with fixed income and my keen sense of business development assists our clients with goal-setting and portfolio-building to ensure that proper asset allocation and a proper investment plan is adopted. My financial services career, now spanning over 30 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers and establishing arbitrage hedging strategies for institutional bond trading desks. A graduate of West Point, I served our country for seven years as a U.S. Army Captain, including a tour of duty in Saudi Arabia during Desert Storm. This experience has provided me with acute listening, discernment and assessment skills which I utilize to create financial plans that best suit the needs of our clients. At United Asset Strategies, we are a steward to our clients and ever mindful of their unique financial goals and needs. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. We are committed to customer satisfaction and prudent disciplined daily money management.

Listed skills include Investment Advisory, Investments, and Bond Trading.

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  United States Military Academy At West Point

  Economics