Michael joined U.S. Capital Wealth (formerly Legacy One) in 2019 as an Investment Analyst dedicated to Portfolio Design and Investment Research. Michael brings clients a decade of experience in portfolio management and financial analysis. As a CFA® charterholder, Michael takes a critical approach to reviewing current allocations and providing potential investment enhancements.

Michael’s keen analytical skills were developed on the trading desk of Annaly Capital Management, Inc. (NYSE:NLY) where he was a Vice President. Michael served at Annaly as a trader on the government-backed mortgage bond trading desk.

Michael received a B.B.A. in Finance with an Economics minor from Wake Forest.