Michael R. Caligiuri, CFP®
Associate Financial Advisor
As associate financial advisor and Certified Financial Planner™, Mike is a member of, and provides support to, our award-winning Wealth Advisory Team. He also works to develop forward-looking financial and investment strategies for our wealth management, business and institutional clients.
He most recently served as a private bank analyst for J.P. Morgan Chase, having previously provided online analysis of publicly traded companies as a freelance blogger for The Motley Fool.
An Upper Arlington resident and an avid Buffalo Bills fan, he holds a bachelor’s degree in business administration from the University of Michigan.