Michael Mondiello, Cpa Email & Phone Number

Michael A. Mondiello, is a Managing Director for the financial district office of Alliance Global Partners (AGP). He also serves in the dual role of Senior WealthManagement Advisor and Syndicate Relations for AGP. With over 28 years ofexperience assisting generations of families in preserving and optimizing their wealth, Michael’sphilosophy has always remained client-centric.Michael began his financial career as a CPA with PricewaterhouseCoopers (formerly Coopers andLybrand) specializing in the complexities of corporate structures and personal tax analysis. Thisexperience has provided him unique insight into broader tax-based analyses which he successfullyutilizes on behalf of high-net-worth investors who require highly personalized and complex financialplanning and wealth management services.In addition to the personal aptitude Michael brings to his advisory practice, he employs the expertise ofa team of highly knowledgeable and experienced portfolio managers and investment consultants, manyof whom hold designation as a CFAs (Chartered Financial Analyst), one of the most difficult andprestigious designations in the wealth management industry. His collective team designs investmentportfolios specifically tailored to suit clients' constantly evolving needs. This multi-faceted approachencompasses extensive research and analysis coupled with consistent communication which bringsadded value and peace of mind to his clients knowing that their long-term goals are the priority.Michael and his wife of twenty-five years, Jodi, reside in Manhasset, New York. They are the proudparents of three children – Caroline, Michael, Jr. and William. Caroline attends Stanford University,while Michael, Jr. and William both attend their community public schools. A civic minded communitymember, Michael supports many local philanthropic organizations. He is currently serving in his seventhyear on the Board of the North Shore Child and Family Guidance Center, a not-for-profit children’smental health organization, where he has most recently served in the capacity of Treasurer. He and Jodiare avid supporters of local educational organizations, such as The Tower Foundation of Manhasset andThe Manhasset School Community Association. Michael has also served as President of StrathmoreVanderbilt Country Club and remains active in club affairs today.

• 

  University At Albany, Suny

  Cum Laude