Mike's industry expertise has navigated clients through more than 31 years of varying financial markets. Ranked as one of the top Financial Advisors in New York City by Forbes, Mike has been recognized industry wide for his commitment to helping clients achieve their financial goals. Mike is the Senior Portfolio Manager and founder of Giacone Partners. He has also earned the distinction of UBS Managing Director, a title reserved only for the highest ranking Financial Advisors.
As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Mike's top priority as Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.
Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council. He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.
Mike has two children and currently lives in Westfield, New Jersey with his wife Jean. Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV