Financial Research Assistant

About Michael

Michael joined Castle Wealth Management in June 2020 as a Financial Research Assistant.

Michael works closely with the firm’s portfolio manager and

financial planners providing reports and detailed investment research. His responsibilities include compiling daily and quarterly reports, researching and

monitoring the firm’s investments, and working with the firm’s allocation


Michael earned his Bachelor of Business Administration in Economics from the University of North Florida in 2014 where he was named the Joseph M. Perry Outstanding Economics Graduate. He also earned his Master of Business Administration with a concentration in Finance from the University of North Florida in 2016. While in graduate school, Michael worked as a Graduate Research Assistant for the Department of Economics and Geography and interned with the St. Louis Cardinals compiling in-game statistics. Michael also worked as a residential real estate agent in Plantation, Florida.

Michael has lived in the South Florida area since the 1990s when he moved here as a child from New York. He currently resides in Boynton Beach where he enjoys playing tennis and going to the movies.

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