CoverProfile

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

View more

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

More profiles to browse

JS
Jiorden Sanchez
Director, Portfolio Management & Investment Research
Profile Photo
Thomas Laviano
Director, Portfolio Management, Trading & Technical Analysis
Profile Photo
Matthew DeLorenzo
Chief Executive Officer and Chief Investment Officer
WL
Wei Lee
Director, Portfolio Management & Equity Research

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)