Michael co-founded Winged Keel Group in 1989 and is the firm’s Chief Executive Officer, and Chairman of the Executive Management Committee. He has been a leader and key technical resource as the firm has developed its market presence and strengthened its internal infrastructure over the years.
Michael collaborates with other Winged Keel Principals to help ultra-high net worth families acquire large blocks of traditional life insurance to provide liquidity for their estates, and/or private placement life insurance and annuities to shield a portion of their investment portfolios from current period income tax. In accomplishing these objectives, Michael and the Winged Keel team work closely with the families’ other professional advisors to structure life insurance and/or annuity portfolios that balance the optimization of economic results, minimization of risk, and/or enhancement of flexibility.
Michael graduated from Princeton University in 1981. He began his professional career with the accounting firm of Coopers & Lybrand, where he became a Certified Public Accountant (CPA) in 1984. Michael earned his Master of Business Administration (MBA) degree from New York University in 1986. Michael is a Registered Investment Advisor (RIA) and a member of the New York State Society of CPAs, the Estate Planning Council of New York City, the Association for Advanced Life Underwriting (AALU), the Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group.
Michael has four children and resides in New York City. He practices yoga, travels extensively, and enjoys golf and biking.