Michael Montuori, CRPC®

Michael Montuori, CRPC®

First Vice President - Investment Officer

Phone: 516-677-5603
Fax: 516-677-5597
E-mail:
 

Mike’s focus is helping clients plan for education, retirement, income and legacy. Clients benefit not only from his training in investment strategies, but also from his analytical and technological skills. Mike graduated from Oneonta University with a degree in Economics and Finance. He began his financial services career in 1999 with Solomon Smith Barney and persevered through many mergers. In January 2016, Mike was named a recipient of the Long Island Business News’ 40 Under 40 Award. The program, which began in 1998, recognizes future leaders of Long Island who already have begun to distinguish themselves in business, government, education and the not-for-profit sector. They have a proven track record of career success, are involved in mentoring and promoting their profession and find time to give back to their communities. Mike, an avid baseball fan, enjoys traveling, boating and spending time with his children in Melville, Long Island.