Michael De Marchena

As a Senior Private Wealth Associate, Michael works closely with the Operations Manager and supports advisors by coordinating the opening of new investment accounts and ensuring a seamless onboarding experience. He is also responsible for processing funds transfers and building new client relationships.

Michael has over 20 years of experience in the financial services space. In his prior role as a Team Administrator and Registered Client Service Associate for UBS, he assisted in all aspects of operational and administrative related tasks to service both existing and prospective clients. Michael graduated from Bentley University with his BS in Marketing and holds his SIE, FINRA Series 7, 63, and 66 licenses.

Michael and his wife, Sarah, live in Wellington, FL, with their two daughters, Daniella and Olivia. When he’s not busy helping clients, Michael enjoys a good day boating on the lake with Family and Friends.