Experience
As the Wealth Manager at Imperia Wealth Management, Mike is the chief architect of the portfolio
strategies we put together for our clients. With 25 years of experience, Mike brings a level of intellectual
excellence rare to our industry.
Mike began his career right out of college, with Prudential Financial, experiencing immediate success,
qualifying for the 1995 Regional Business Conference, in his first year. In 1996, Mike transferred to
Prudential Securities, officially beginning his investment management career. At the early age of 25, he
was named Quantum Portfolio Manager, making him one of the youngest Portfolio Managers in
Prudential’s history. In 1998, Mike accepted an opportunity to do the same at Merrill Lynch, where he was
quickly recognized for his success, being named to the Merrill Lynch Executives Club that same year,
before moving on to Mellon Advisor Services, where he was a Vice President, Financial Advisor & Board
Member. In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments.
Serving on many executive committees, Mike directly trained and mentored several of Fisher’s VPs
nationally. Mike was part of a select group of tenured VPs instrumental in the incredible asset growth
experienced over his nearly 16 years there. In 2019, Mike accepted the position of Wealth Manager with
Securian Advisors of New England. He continued gaining recognition for his success, qualifying for
Million Dollar Round Table (MDRT) as well as Securian’s Achiever’s Club in 2021. In 2022 he excelled
further, qualifying for MDRT’s Court of the Table and Securian’s Excellence in Performance, Foundations
Club & National Conference.
In December of 2020, Mike founded Imperia Wealth Management with fellow advisors, Hunter Wagner &
Connor Mahoney, combining their three successful practices, with the mission of providing a Concierge
Level Wealth Management experience to every client.
Education
Mike graduated from Bentley College in Waltham, MA, with a degree in Economics in 1994. Mike holds
the Series 7 and 66 FINRA registrations and is a registered representative and investment advisor
representative of SagePoint Financial Inc.
Community
Mike has been a leader in his community as well, volunteering for several years with Junior Achievement
and serving on the Board of Directors of the West Bridgewater Youth Athletic Association for 10 years.
He was President of the WBYAA for 2 of those years. His many years of exceptional service to the youth
of his community earned him the 2016 Service to Youth Award.
Family
Mike and his wife of 26 years, Jen, reside in West Bridgewater, MA. They are proud parents of daughters
Kayla (23), Morgan (22) and their son, Zachary (19).
Contact me
• Website: www.ImperiaWealth.com
• Address: 35 Braintree Hill Park, 106,
Braintree, MA
• Phone Number: 781-654-0630
• Email: Mike@ImperiaWealth.com