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Michael Riccardi

President

United Asset Strategies Inc

United States, New York, Cold Spring Harbor

About Me

Michael Riccardi, president of United Asset Strategies, graduated from West Point and served our country for seven years as a U.S. Army Captain, including a tour of duty in Saudi Arabia during Desert Storm. Michael’s financial services career, now spanning over 29 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers, and establishing arbitrage hedging strategies for institutional bond trading desks. Michael serves United Asset’s clients as a portfolio manager and investment counselor. His knowledge and experience with fixed income and keen sense of business development assists our

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Profile Information

President

United Asset Strategies Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cold Spring Harbor

New York

United States

Jan 14, 2025

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