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Greater Philadelphia Area United States

Managing Director

Finance / Banking / Insurance

Michael Loftus is a seasoned and well tested professional with over 23 years of business experience. He has held senior level positions managing sales, marketing, and national account teams for multi-billion dollar financial institutions, and has worked closely with several top money management firms. Michael was a member of the Ibbotson and Associates advisory board, a leading asset allocation firm. His diverse expertise within the financial services industry gives Michael a unique insight with respect to investing and serves as an integral and valuable component when advising his clients. Michael has participated in the Strategic Coach for Entrepreneurs; Leadership Development at the...