Job Description
As the founder and president of the firm, I am responsible for the strategic direction of our clients’ financial lives as well as for that of the Agili team. With more than 35 years of experience, I have extensive expertise in providing our clients with financial strategy, investment management and financial planning.
Education and Credentials
- Bachelor of Science in Finance, The Pennsylvania State University
- Master of Business Administration, Drexel University
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
Awards and Recognition
- America’s Top 1,200 Financial Advisors, Barron’s
- FT300, Top Registered Investment Advisers, Financial Times
- Best Financial Advisors for Doctors, Medical Economics
- Best Financial Advisors for Dentists, Dental Practice Management
- Five Star Wealth Managers, Richmond Magazine
Professional Organizations
- National Association of Personal Financial Advisors (NAPFA), Chairman Emeritus
- NAPFA Board of Directors of the NAPFA Consumer Education Foundation, Chairman
- Board of Directors of the Virginia Small Business Financing Authority, Current Board of Directors and Former Vice-Chairman
- Leadership Lehigh Valley Class of 1995
- Lead Virginia Class of 2015
Community Engagement
- The Richmond Forum, Board of Directors and Investment Committee
- Benedictine Education Foundation, Treasurer and Chairman of the Investment Committee
- Lead Virginia Endowment, Investment Committee
What is a career highlight for you?
A game changer for Agili was when Worth Magazine recognized me as one on the top 250 financial advisors in the US in 1997. Since then, we have been recognized as a top financial management firm by Barron’s, the Financial Times, Medical Economics, etc. This is a testament to the quality job we do for our clients.
Job Description
As the founder and president of the firm, I am responsible for the strategic direction of our clients’ financial lives as well as for that of the Agili team. With more than 35 years of experience, I have extensive expertise in providing our clients with financial strategy, investment management and financial planning.
Education and Credentials
- Bachelor of Science in Finance, The Pennsylvania State University
- Master of Business Administration, Drexel University
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
Awards and Recognition
- America’s Top 1,200 Financial Advisors, Barron’s
- FT300, Top Registered Investment Advisers, Financial Times
- Best Financial Advisors for Doctors, Medical Economics
- Best Financial Advisors for Dentists, Dental Practice Management
- Five Star Wealth Managers, Richmond Magazine
Professional Organizations
- National Association of Personal Financial Advisors (NAPFA), Chairman Emeritus
- NAPFA Board of Directors of the NAPFA Consumer Education Foundation, Chairman
- Board of Directors of the Virginia Small Business Financing Authority, Current Board of Directors and Former Vice-Chairman
- Leadership Lehigh Valley Class of 1995
- Lead Virginia Class of 2015
Community Engagement
- The Richmond Forum, Board of Directors and Investment Committee
- Benedictine Education Foundation, Treasurer and Chairman of the Investment Committee
- Lead Virginia Endowment, Investment Committee
What is a career highlight for you?
A game changer for Agili was when Worth Magazine recognized me as one on the top 250 financial advisors in the US in 1997. Since then, we have been recognized as a top financial management firm by Barron’s, the Financial Times, Medical Economics, etc. This is a testament to the quality job we do for our clients.
More About Michael
What brings me joy is spending time on the water at Smith Mountain Lake.
What excites me about my work is working for a special group of clients and sharing the joy and tears of their lives. I love, love my job.
When I’m not wearing my Personal CFO hat, I’m wearing my faded Washington and Lee ODAC Football Champions hat.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018