Delivering insightful advice Building on a foundation of trust

The Poppo Group Michael F. Poppo, Gregory A. Shanaphy, Peter W. Timmins, Thomas Green, Calum Andrew Leonard, Kyra Kline, Anna Markouski, Peter G. May, Michael K. Cooke

The Poppo Group






1251 Avenue of the Americas
2nd Floor
New York, NY 10020

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

Michael Poppo has been recognized as an industry leader

  • Financial Times Top 400 Financial Advisers, 2018
  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  • Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018


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Access the latest views and financial market coverage

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