Michael graduated Cum Laude 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 co-founded Winged Keel Group in 1989. 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 works on the design of sophisticated life insurance portfolios that enable clients and their advisors to optimize economic results, minimize risks, and/or expand flexibility in intergenerational wealth planning. In addition, Michael is actively involved in the management of SALI Fund Services, the market leading administrator for Insurance-Dedicated Funds (IDFs).
Michael serves as a member of the Board of Directors of the Estate Planning Council of New York City and is a member of the Society of Trust and Estate Practitioners (STEP). He is also a member of the Yale Study Group, the New York State Society of Certified Public Accountants, and the Association for Advanced Life Underwriting (AALU).
Michael has four children and resides in New York City. He practices yoga and enjoys golf.
Private Placement Life Insurance and Annuities Conference in London, April 2013
How to Structure an Investment Using a PPLI Policy to Achieve the Desired Results
Private Placement Life Insurance and Annuities Forum, June 2011 and May 2012
State of the Private Placement Insurance Industry for 2012 and Beyond
Practising Law Institute’s 41st Annual Estate Planning Institute, September 2010
How to Approach the Acquisition of Large Blocks of Trust-Owned Life Insurance
Trusts & Estates Magazine, December 2012
Private Placement Variable Annuities
Private Asset Management Magazine, October 2012
Planning Makes Perfect
The AALU Quarterly Issue, Fall 2011
Hot Topics in Insurance Planning: Private Placement Insurance