mpassante

Michael R. Passante

CFP®

Michael R. Passante, Portfolio Manager at Focused Wealth Management – An SEC Registered Investment Advisor with offices at 216 Route 299 Highland, NY, Michael is a Registered Representative with Securities America Inc. and is a Managing Member of Focused Wealth Managements Investment Committee.

Michael completed his graduate studies at Rensselaer Polytechnic Institute’s Lally School of Management and Technology, where his primary areas of study included economics, risk management, and finance. His undergraduate work was also done at Rensselaer Polytechnic Institute, graduating with a Bachelor of Sciences degree Business Management concentrating in Finance. Michael currently holds his Series 7, 66, and 24 licenses. In addition to his professional licenses, Michael received a Certificate in Financial Planning from Boston University and shortly thereafter received the Certified Financial PlannerTM designation. Certified Financial Professionals™ are uniquely qualified to help individuals pull all their finances together, solve financial problems, and make a plan to achieve their financial goals. Michael’s candidacy has also been accepted by the CFA institute.

Michael’s primary areas of expertise derived through his education include macro portfolio construction, quantitative risk management, and estate planning. Michael’s key role at FWM include: management, trading, and rebalancing of Focused Wealth Management’s proprietary investment portfolios.

At Focused Wealth Management, Michael helps clients bridge a common disconnect inherent in many Wall Street Firms where portfolio management and investment advisory services are aligned to help individuals and institutions work towards their financial goals.