Michael Mondiello, Cpa Email and 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.
A.G.P./Alliance Global Partners
View- Website:
- allianceg.com
- Employees:
- 314
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Managing Director, Senior Wealth Management Advisor And Syndicate RelationsA.G.P./Alliance Global PartnersNew York, Ny, Us -
Managing Director, Senior Wealth Management Advisor & Syndicate RelationsA.G.P./Alliance Global Partners Nov 2022 - PresentNew York, New York, United States -
Managing Director, Senior Wealth Management Advisor & Syndicate Relations CoordinatorCantella Nyc 2015 - PresentI am registered to offer securities in the following states: AZ, CA, CO, CT, FL, GA, IL, MI, MN, MT, NJ, NY, OH, OR, PA, TX, WA, WI. Securities and Advisory Services offered through Cantella& Co., Inc., Member FINRA/SIPC.Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.
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Founding PartnerJoseph Gunnar & Co. 1998 - 2015
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PartnerFirst Asset Management 1994 - 1997 -
Emerging BusinessPwc 1989 - 1992
Michael Mondiello, Cpa Education Details
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Cum Laude
Frequently Asked Questions about Michael Mondiello, Cpa
What company does Michael Mondiello, Cpa work for?
Michael Mondiello, Cpa works for A.g.p./alliance Global Partners
What is Michael Mondiello, Cpa's role at the current company?
Michael Mondiello, Cpa's current role is Managing Director, Senior Wealth Management Advisor and Syndicate Relations.
What schools did Michael Mondiello, Cpa attend?
Michael Mondiello, Cpa attended University At Albany, Suny.
Who are Michael Mondiello, Cpa's colleagues?
Michael Mondiello, Cpa's colleagues are Cole Aaronson, Chris Knutson, Richard Wilson, Dingji Guo, Albert Wardi, N V, Jayson Schroeder.
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