Role and Company
President, Sebago Associates, LLC
40 years experience in financial services
Michael Weiss is a financial services industry professional with experience in building, managing and leading high performing teams in the development and implementation of business solutions across client, operational, profitability and governance facing challenges and goals. His focus has been on clearing and custody, wealth management, business evaluations and operational risk issues.
Presently, Michael is the President of his own consulting firm, Sebago Associates, LLC which provides strategic consulting services. Additionally, he is an adjunct professor at Mercy College teaching financial and investment management, business communications, and being a mentor for professional preparedness for student internships and full-time positions.
Michael has served in various facets of the wealth management industry. These experiences include President and Chief Operating Officer at Joel Isaacson & Co., LLC, a leading independent wealth management firm as well as Chief Operating Officer at Golden Retirement Resources, building retirement income distribution solutions. Michael has also served as the President of Independent Financial Marketing Group, Inc., a Sun Life Financial subsidiary, which provided a full range of brokerage, investment advisory and insurance agency services in the financial institution channel via 2000 producers and at Oppenheimer & Co., Inc. (later CIBC World Markets), serving as Managing Director / Chief Operations Officer while also running the Correspondent Clearing and Prime Brokerage businesses.
Mr. Weiss earned his Bachelor of Science in Business Administration at the State University of New York at Buffalo. He earned his MBA at Pace University with dual majors in Corporate Finance and Econometrics and has held Series 7, 24 and 27 registrations