Michael Loftus

Michael Loftus is a seasoned professional with 23 years of business experience with 14 of those years focused on the Financial Services Industry. Michael has held senior level positions involving sales, marketing, and product development for multibillion-dollar financial institutions. He has very broad and varied professional experience with a heavy emphasis in the Financial Services Industry Michael has worked closely with several Top Money Management Firms as well as being a member of the Ibbotson and Associates Advisory Board, a leading Asset Allocation Firm. It’s this experience that has given Michael a particular insight to the Financial Markets, and he will bring this experience to his clients to help them reach their short as well as long-term goals. Whether it’s understanding the benefits of long-term planning, developing budgets or the complexities and extensive varieties of today’s financial products, Mr. Loftus has the experience to both comprehend the complex nature of the financial industry and to educate and assist his clients