Michael is responsible for leading a highly talented team to build on Excalibur Management’s 40 years of investment analysis, financial research and wealth management for high-net-worth families, private businesses and endowments. Prior to joining Excalibur in 2003, Michael was a Vice President and Director in J.P. Morgan Securities and Merrill Lynch’s Institutional Fixed Income Divisions where his responsibilities involved structured product strategies with commercial and residential mortgages & asset-backed securities as well as corresponding futures and options. Michael currently serves as a Trustee on the Board of Spectrum for Living Endowment, a New Jersey non-profit organization