Michael Hardy
Senior Associate

Michael Hardy is a Senior Associate with Merritt Point Wealth Advisors, supporting clients and advisors across the full investment planning and investment management process. He brings a strong academic foundation to his work, with an MBA from Pace University’s Lubin School of Business and a B.A. in Political Science and History from the University of Rochester.

Michael’s experience includes investment planning, portfolio management, and operational support. He plays an active role in opening accounts, placing trades, coordinating money movement, preparing planning materials, and participating in client meetings. He is especially proud of helping clients feel more confident and informed about their financial lives, and he is motivated by the opportunity to learn from the talented and forward-thinking team at Merritt Point.

Known for his enthusiasm, integrity, and consistency, Michael approaches each client relationship with a focus on clarity, education, and long-term relationships. He is particularly interested in the evolving role of artificial intelligence in financial markets and is excited to see how innovation and thoughtful policy will shape the industry’s future.

Outside the office, Michael enjoys reading, playing chess, and shooting pool. He values strong personal connections and stays involved with peers and younger students from his academic communities, offering guidance and support as they navigate their own paths. He believes that success comes from the compounding effect of making good choices over time, a philosophy that guides his work and his life.