Michael Dvorkin Email & Phone Number
Senior Wealth Advisor, Managing Director @ MAI Capital Management
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Michael Dvorkin Location
- Key Biscayne, FL, US
Michael Dvorkin Work
- Senior Wealth Advisor, Managing Director @ (April 2021 - Present)
- Managing Partner @ (May 2010 - March 2021)
- VP Senior Account Executive @ (July 1995 - May 2010)
Michael Dvorkin Education
- State University of New York at Plattsburgh
BS (Economics - Concentration in Finance)
1989-1993
Michael Dvorkin Skills
- Asset Allocation
- Mutual Funds
- Wealth Management
- Investment Advisory
- Portfolio Management
- Fixed Income
- Financial Advisory
- Bonds
- Investments
- Risk Management
- Securities
- Alternative Investments
- Investment Strategies
- Hedge Funds
- Investment Management
- Equities
- Bloomberg
- Relationship Management
- Series 9/10
- Series 63
- FINRA
- Separately Managed Accounts
- ETFs
- Series 65
- Life Insurance/Annuities
- Series 7
Michael Dvorkin Summary
- Michael Dvorkin, based in Key Biscayne, FL, US, is currently a Senior Wealth Advisor, Managing Director at MAI Capital Management, LLC. Michael Dvorkin brings experience from previous roles at Fortius Financial Advisors and Fidelity Investments. Michael Dvorkin holds a 1989 - 1993 BS in Economics - Concentration in Finance @ State University of New York at Plattsburgh. With a robust skill set that includes Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management and more. Michael Dvorkin has 2 emails and 3 mobile phone numbers on RocketReach.
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