Cima® Michael Triolo is a seasoned Financial Advisor with over 15 years of experience in the financial services industry. He started his career at Citi's Investment Banking headquarters in Manhattan, eventually becoming the Business Unit Manager of an $8 billion global proprietary trading business. In 2009, he co-founded the credit-focused hedge fund Archview, where he served as the Director of Operations, overseeing operational infrastructure and engaging with investors. Currently, at Morgan Stanley, Mike specializes in assisting business owners and professionals in managing their financial affairs through a goals-based wealth management approach. His expertise lies in portfolio construction, investment research, asset allocation, and providing unbiased investment advice to high net worth and institutional clients. Mike holds a BS in Finance from Siena College, a Certificate in Accounting from New York University, and the Certified Investment Management Analyst (CIMA®) certification from the Investments & Wealth Institute in collaboration with Yale School of Management. He resides in Loudonville with his family.