About
Thank you for visiting my LinkedIn homepage. The Rochester Group at UBS is a full…
Activity
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Contribution limits on 401(k) and other retirement plans can be frustrating for people earning more than $250,000 per year. Here are some…
Contribution limits on 401(k) and other retirement plans can be frustrating for people earning more than $250,000 per year. Here are some…
Liked by Michael Cooper
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Every summer has a story. This summer was about building new relationships and reconnecting with old ones — across the US and overseas, in and out…
Every summer has a story. This summer was about building new relationships and reconnecting with old ones — across the US and overseas, in and out…
Liked by Michael Cooper
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Congrats to Sam Lee, CFA and entire team at NorthIsle Copper and Gold Inc confirming today a 2nd major discovery in 2 years. I was fortunate to see…
Congrats to Sam Lee, CFA and entire team at NorthIsle Copper and Gold Inc confirming today a 2nd major discovery in 2 years. I was fortunate to see…
Liked by Michael Cooper
Experience
Education
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University of Buffalo
Licenses & Certifications
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**Registered States** AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VT, WA
FINRA
Volunteer Experience
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Jewish Senior Life Foundation
Jewish Senior Life of Rochester
- Present 16 years 8 months
Health
Board Chair: 2018 - 2020
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Board and Executive Committee
Rochester Broadway Theatre League
- Present 14 years 8 months
Arts and Culture
Co-Chair of Annual Golf Tournament
More activity by Michael
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For multigenerational families, well-planned family meetings are essential to align the family around a shared vision. The meetings should always…
For multigenerational families, well-planned family meetings are essential to align the family around a shared vision. The meetings should always…
Liked by Michael Cooper
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Contribution limits on 401(k) and other retirement plans can be frustrating for people earning more than $250,000 per year. Here are some…
Contribution limits on 401(k) and other retirement plans can be frustrating for people earning more than $250,000 per year. Here are some…
Shared by Michael Cooper
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We are pleased to announce that CTO Realty Growth, Inc. (NYSE:CTO) entered into a sales agreement relating to the shares of the Company’s common…
We are pleased to announce that CTO Realty Growth, Inc. (NYSE:CTO) entered into a sales agreement relating to the shares of the Company’s common…
Liked by Michael Cooper
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With cyclical and geopolitical concerns lingering, market swings can hurt concentrated portfolios. The Rochester Group at UBS
With cyclical and geopolitical concerns lingering, market swings can hurt concentrated portfolios. The Rochester Group at UBS
Shared by Michael Cooper
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We’re a proud sponsor of Oracle Cloudworld. Meet us in Las Vegas this September 9-12. Stop by our booth #150 to meet our experts and learn more about…
We’re a proud sponsor of Oracle Cloudworld. Meet us in Las Vegas this September 9-12. Stop by our booth #150 to meet our experts and learn more about…
Liked by Michael Cooper
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Supporting our communities where we live and work is core to the culture of UBS. For this year's Season of Service, we worked with Jersey Cares…
Supporting our communities where we live and work is core to the culture of UBS. For this year's Season of Service, we worked with Jersey Cares…
Liked by Michael Cooper
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The weekend is here! Time to play! Whats your favorite pastime? BBQ is a religion here. I'm like an alterboy. Everyone knows more than me, but I…
The weekend is here! Time to play! Whats your favorite pastime? BBQ is a religion here. I'm like an alterboy. Everyone knows more than me, but I…
Liked by Michael Cooper
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REMADE CEO Nabil Nasr, second from left, and Director of Strategic Programs, Ed Daniels, second from right, attend the techtextil trade show in…
REMADE CEO Nabil Nasr, second from left, and Director of Strategic Programs, Ed Daniels, second from right, attend the techtextil trade show in…
Liked by Michael Cooper
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Curious about what it’s like to step into the world of public finance as a young professional? Our intern, Christopher Coyle, shares his journey at…
Curious about what it’s like to step into the world of public finance as a young professional? Our intern, Christopher Coyle, shares his journey at…
Liked by Michael Cooper
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We recently published the August Edition of our Healthcare “Pulse” Newsletter. Select highlights contained within include: -Comprehensive evaluation…
We recently published the August Edition of our Healthcare “Pulse” Newsletter. Select highlights contained within include: -Comprehensive evaluation…
Liked by Michael Cooper
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The world of investing is complex. We're informed by our strategists and analysts around the world to help you find your way and seize the investment…
The world of investing is complex. We're informed by our strategists and analysts around the world to help you find your way and seize the investment…
Shared by Michael Cooper
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Given the roller coaster nature of the markets, it's natural to feel uncertain. Having a financial plan in place, however, allows you to weather…
Given the roller coaster nature of the markets, it's natural to feel uncertain. Having a financial plan in place, however, allows you to weather…
Liked by Michael Cooper
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A very busy training season has begun. This past week, ROC Strong of the Jewish Federation of Greater Rochester sponsored Clark Brown, a certified…
A very busy training season has begun. This past week, ROC Strong of the Jewish Federation of Greater Rochester sponsored Clark Brown, a certified…
Liked by Michael Cooper
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