Michael A. Salimbene
Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
Michael A. Salimbene has always been ahead of the curve providing comprehensive wealth planning and investment management services to his clients for over 27 years. As a Senior PIM Portfolio Manager, Michael focuses on customizing portfolios to achieve specific client goals. In addition to utilizing a tactical and thematic portfolio approach, Michael is particularly adept at integrating un-correlated and inversely correlated assets, as well as various option strategies, to mitigate risk and preserve capital.
Starting his career at Merrill Lynch, Michael has acquired a broad base of knowledge and expertise by having the opportunity to serve his clients at many of the world’s largest firms including Prudential, Smith Barney, and UBS. After experiencing all the industry had to offer, Michael again decided to stay ahead of the
curve and seek an independent platform to better serve his clients.
Michael grew up in Westchester County, NY. After captaining both the baseball and football teams at the Hackley School, he went on to play baseball at Drexel University, where he graduated with a B.S. in Finance and Marketing. Michael and his wife Janine live in Ridgefield, CT, with their three children. Michael is a member of the White Plains Rotary Club. He enjoys spending time with friends and family, coaching youth sports, fishing, and collecting sports memorabilia.
Wealth Advisor - Senior PIM Portfolio Manager
Michael A. Salimbene has always been ahead of the curve providing comprehensive wealth planning and investment management services to his clients for over 27 years. As a Senior PIM Portfolio Manager, Michael focuses on customizing portfolios to achieve specific client goals. In addition to utilizing a tactical and thematic portfolio approach, Michael is particularly adept at integrating un-correlated and inversely correlated assets, as well as various option strategies, to mitigate risk and preserve capital.
Starting his career at Merrill Lynch, Michael has acquired a broad base of knowledge and expertise by having the opportunity to serve his clients at many of the world’s largest firms including Prudential, Smith Barney, and UBS. After experiencing all the industry had to offer, Michael again decided to stay ahead of the
curve and seek an independent platform to better serve his clients.
Michael grew up in Westchester County, NY. After captaining both the baseball and football teams at the Hackley School, he went on to play baseball at Drexel University, where he graduated with a B.S. in Finance and Marketing. Michael and his wife Janine live in Ridgefield, CT, with their three children. Michael is a member of the White Plains Rotary Club. He enjoys spending time with friends and family, coaching youth sports, fishing, and collecting sports memorabilia.