Meet the founder and ceo

Michael Collins, CFA has worked in Wealth Manangement since 2012 with roles at Northern Trust and CAPTRUST. Prior to that Michael worked in various roles in Institutional Investment Management since starting his career at State Street in 2005. He has a depth of expertise in financial planning and investment management which he leverages to enhance client outcomes.

Michael is a Chartered Financial Analyst (CFA) and a Fiduciary, which requires him to always act in the best interest of his clients. Michael also has his Masters Degree in Finance from Suffolk University

Michael currently teaches at Endicott College and Bunker Hill Community College where he educates students about the intricacies of the market and the basic fundamentals used by professionals to evaluate the economy.