About Michael
As the Chief Investment Officer of both Valmark Advisers, Inc. and Valmark Financial Group, LLC, Michael’s primary responsibility is to coordinate all investment management solutions for Valmark Advisors, Valmark Wealth Solutions and Valmark Institutional, including TOPS®, TOPS® ETF Portfolios VIT, TOPS® Managed Risk ETF Portfolios, TOPS® Indexes, Valmark ACCESS™ and ACCESS™ Plus solutions. Michael is a nationally recognized expert in institutional portfolio management and RIA companies. He has close to 20 years of experience in financial management. Additional areas of expertise include: investments, annuities, personal financial planning and life insurance.
Previous Experience
- Lead Portfolio Manager, TOPS®, Valmark Financial Group
- Developer/Designer, Valmark Institutional, Valmark Financial Group
Publications & Professional Achievements
- Named by ETFReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014
- Nationally recognized as one of the first three members of the IMN/Research Magazine “ETF Advisors Hall of Fame” in 2007
- Regularly published in ETF.com
- Collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor and Research Magazine on ETF-related topics
- Featured speaker for organizations such as the S&P and the Financial Planning Association (FPA)
Education, Designations & Professional Affiliations
- MBA, Financial Management, The University of Akron
- BSBA, Finance and Financial Services, The University of Akron; Graduated Magna Cum Laude
- Series 7, 24 and 66 registrations
- Member, CFA Society Cleveland
- Registered Investment Advisor