Michael Roach, CFP®
Portfolio Specialist
Michael is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Michael worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Planner™ certificate, is FINRA Series 7, 63, and 65 licensed, and has earned his New Jersey Life and Health Insurance Producer license.
