Michael Onorato, CFP®Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Mike Onorato works with successful individuals and families to manage and protect their assets. He provides thoughtful investment and wealth management solutions appropriate for each client’s financial and investment goals, incorporating retirement, philanthropic, estate, and tax planning strategies as appropriate.
Mike has over 15 years of experience in the investment industry. Prior to joining Boston Private Wealth, he was a senior portfolio manager with U.S. Trust Private Wealth Management. While there, he managed equity, balanced, and fixed income portfolios for individuals, foundations, and institutions. Prior to his role at U.S. Trust, Mike was an options specialist for high net worth clients at Bank of America.
Mike holds the CERTIFIED FINANCIAL PLANNERTM professional designation and earned a BA in Finance from Bentley College.