MICHAEL V. RICCARDI
United Asset Strategies, Inc.

Michael Riccardi, after graduating West Point, served our country for 7 years as a U.S. Army Captain to include a tour of duty in Saudi Arabia during Desert Storm.

Michael’s financial services career, now spanning over 19 years, includes Public Finance Investment Banking to local governments, Municipal Bond Underwriting and Trading, Institutional Bond Sales to Mutual Fund Managers and establishing Arbitrage Hedging Strategies for Institutional Bond Trading Desks.

Michael serves United Asset’s client in the capacity of portfolio manager and investment counselor. His knowledge and experience with fixed income and keen sense of business development assists our clients with goal setting and portfolio building to ensure that proper asset allocation and a proper investment plan is adopted.