Mike is a wealth advisor and principal at Eastern Trust Management, our Broker/Dealer LPL Financial. He develops sophisticated wealth management strategies to support individuals, business owners, corporate executives and entrepreneurs. Mike’s focus on providing exceptional service to each and every client is one of the main reasons the practice has grown to become a prominent advisory team for many successful families
Mike has more than 24 years of experience in the financial services industry. Prior to joining Eastern Trust Management, he served as a vice president at both UBS and Smith Barney.
Mike graduated with highest distinction from Suffolk University with a bachelor’s degree in finance and accounting. Mike has been nationally ranked as one of the top advisors at LPL.
Lidia serves as an administrative assistant at Eastern Trust Wealth Management. She is responsible for a wide range of functions related to the day-to-day management of the firm and client accounts.
Lidia has more than 20 years of experience in the financial services industry. Prior to joining Eastern Trust Wealth Management, she spent 11 years as a client service associate at UBS Financial Services and nine years in a similar role at A.G. Edwards. Her vast experience allows her to provide exceptional service to clients and enhance the efficiency of the firm’s operations.