Michael Corcelli's personal experience started in college while he was trading options with his own money. Michael understands the ins and outs of personal investing. He knows what it takes to earn a dollar and he knows what it takes to hold onto it.
Later on, he went to work for a conservative insurance giant named John Hancock where he was able to meet 300 families over the course of 3 years, and help them plan and do estate plans with their other trusted professional advisors. They met regularly and carved out very complex estate plans that have, and will save their heirs a lot in taxes, legal expenses and even more in aggravation.
His next step was to join UBS, the largest private bank in the world and a company known internationally for its integrated & complete Wealth Management Solution. The relationships he built around these High Net Worth Families, and the services and products of UBS made a great fit.
Michael was in the top 5% highest producing Private Bankers at UBS in the world. Thanks to these families and a lot of loving service, he was given numerous accolades. With his faith in the service that he provided, he saw the next opportunity to expand his professional life. So, he left UBS with a couple of inventors and a lot of experience that helped him launch Alexander Alternative Capital. With some good people behind him, and a lot of hands-on work with financial markets, they successfully launched the fund on Feb. 12, 2007. Currently his responsibilities are very exciting. he is meeting with ultra high net worth families from all over the world. His biggest responsibility is to drive their client experience by producing great returns and providing a great client service.
His next step was to join UBS, the largest private bank in the world and a company known internationally for its integrated & complete Wealth Management Solution. The relationships he built around these High Net Worth Families, and the services and products of UBS made a great fit.
Michael was in the top 5% highest producing Private Bankers at UBS in the world. Thanks to these families and a lot of loving service, he was given numerous accolades. With his faith in the service that he provided, he saw the next opportunity to expand his professional life. So, he left UBS with a couple of inventors and a lot of experience that helped him launch Alexander Alternative Capital. With some good people behind him, and a lot of hands-on work with financial markets, they successfully launched the fund on Feb. 12, 2007. Currently his responsibilities are very exciting. he is meeting with ultra high net worth families from all over the world. His biggest responsibility is to drive their client experience by producing great returns and providing a great client service.
Specialties
Wealth management and handling complex retirement planning issues. From wealth building strategies to wealth transfer-- the whole gamut. He works extremely well with people who want to grow their wealth and protect their assets from market risk.
No comments:
Post a Comment