Consilience Asset Management
726 Exchange Street – Suite 505
Buffalo, NY 14210
Phone: 716.768.1108 X 212
Michelle is a co-founder of Consilience Asset Management, LLC. She serves as a managing partner and an Investment Advisor Representative.
Michelle has 20 years of experience in the financial markets industry. She began her career at *Advest, Inc. in 1994 where she wore “many hats” beginning as a client associate. Michelle then advanced to senior financial advisor and earned her professional designations Series 7, 9, 63 & 66. Michelle also co-managed the eight Upstate New York Offices. Michelle’s breadth and depth of experience enhances the client experience that clients have come to expect from Consilience Asset Management.
She is well-suited to educate clients about their portfolios and foster plans tailored to their goals and objectives. Michelle takes pride in developing close relationships with each of her clients by offering a personalized approach to professional investing.
Michelle lives in downtown Buffalo, and enjoys attending local events, boating, traveling and spending time with her nephew, Riley.
*Merrill Lynch acquired Advest, Inc. in 2006