A.G.P. welcomes Michael Mondiello, CPA, formerly Senior Managing Director with Cantella & Co, as a Member of its Wealth Management Division
A.G.P. / Alliance Global Partners (“A.G.P.”) welcomes the arrival of Mike Mondiello, formerly with Cantella & Co.
A.G.P. / Alliance Global Partners (“A.G.P.”) welcomes the arrival of Mike Mondiello, formerly with Cantella & Co.
Michael A. Mondiello, CPA, and was formerly a Managing Director for the New York City office of Cantella & Co. He also served in the dual role of Senior Wealth Management Advisor and Syndicate Relations Coordinator for Cantella. With more than 25 years of experience assisting generations of families in preserving and optimizing their wealth, Michael’s philosophy has always remained client-centric. In serving high-net-worth individuals (including CPAs, attorneys, corporate executives, medical professionals, and entrepreneurs), he employs a customized approach to wealth planning that carefully considers each client’s objectives, needs and goals.
Michael began his financial career as a CPA with PricewaterhouseCoopers (formerly Coopers and Lybrand), specializing in the complexities of corporate structures and personal tax analysis. This experience has provided him unique insight into broader tax-based analyses which he utilizes on behalf of high-net-worth investors, who require highly personalized and complex financial planning and wealth management services.
His collective team designs investment portfolios specifically tailored to suit clients’ constantly evolving needs. This multi-faceted approach encompasses extensive research and analysis coupled with consistent communication that brings added value and peace of mind to his clients, knowing that their long-term goals are the priority.
Michael supports many local philanthropic organizations. He is currently serving in his seventh year on the Board of the North Shore Child and Family Guidance Center, a not-for-profit children’s mental health organization, where he has most recently served in the capacity of Treasurer. He and Jodi are avid supporters of local educational organizations, such as The Tower Foundation of Manhasset and The Manhasset School Community Association. Michael has also served as President of Strathmore Vanderbilt Country Club and remains active in club affairs today.
A.G.P. CEO/Executive Chairman Phil Michals , commented: “We are excited to be working with Mike and have been impressed with his dedication and knowledge in financial management. Michael brings vast experience and expertise that is true value add for his customer base”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “Michael’s multi-faceted approach toward working with his clients is a perfect fit for our flexible platform allowing advisors to utilize the products and services that help provide the best options for clients. We are excited to add someone with Michael’s background and experience and look forward to helping him support his customers.”