Michael Boggio

  Senior Wealth Manager and Chief Investment Officer

As Senior Wealth Manager and Chief Investment Officer, Michael directs the firm's investment policy and asset allocation. With nearly twenty years of investment experience, Michael works with clients and the wealth management team to review, recommend, implement, monitor and update financial strategies to address clients' specific needs. This comprehensive planning process allows for incorporation of clients' existing advisory relationships. Prior to joining the firm, Michael was a Financial Advisor with Smith Barney and a General Partner at an investment partnership where he directed asset allocation and integration of alternative strategies. Michael also worked as an equity research analyst at Institutional Capital Corporation which managed pension, endowment and high net worth investor assets.

Michael has recently been appointed to the New Hanover Regional Medical Center Board of Trustees. He received a Masters degree in Business Administration from The University of Denver and a Bachelors degree of Business Management from DeSales University. He has Series 7 and 66 securities licenses and Life, Health and Long-Term Care insurance licenses.

Email Michael at mboggio@oldnorthstatewealth.com