As a Managing Director of institutional consulting at Sheridan Road, Michael is focused on bringing comprehensive strategies and services to plan sponsors. Michael has over 25 years of experience in the industry. He joined Sheridan Road in 2019 to continue his work with retirement plan sponsors, advising them on different investment and design strategies for their defined contribution, defined benefit and non-qualified plans. Michael also manages the Institutional Service Team, where he taps into his experiential knowledge to not only coordinate their day-to-day responsibilities, but also encourage their professional growth in the institutional consulting space.
Michael joined Sheridan Road from The Standard, where he focused on the middle market corporate retirement plan market. Prior to the Standard, Michael spent more than 15 years with OneAmerica/AUL Retirement Services in a similar capacity. Michael holds his Series 7, 24 and 63 securities registrations through LPL Financial and the Series 65 securities registration through Sheridan Road Advisors. He also holds the CFP®, AIF®, CPFA and CRC® designations, as well as an insurance license. Michael was an Evans Scholar at the University of Illinois, where he earned a B.S. in Finance. He also holds an MBA in Marketing from Dominican University.