Michael Carilli

Michael Carilli is Vice President and Wealth & Portfolio Specialist at Steward Partners Global Advisory in Boston, MA, where he is responsible for providing investment management, portfolio construction, and client service to a diverse base of high-net-worth families, executives, and institutions. His role encompasses the development and implementation of tailored financial strategies, particularly focused on integrating equity compensation and managing concentrated stock positions for corporate leaders, in collaboration with executive wealth management teams.

Carilli's expertise centers on multi-asset portfolio management, with a specific focus on U.S. equities, fixed income, and alternative investments, as well as the unique financial planning needs associated with executive benefits, stock options, and risk mitigation strategies. He frequently works with clients navigating complex compensation structures, leveraging industry-leading planning tools to reduce risk and enhance portfolio returns within the context of the overall financial plan.

Prior to joining Steward Partners in 2017, Carilli served as a Financial Representative at Fidelity Investments and as a Registered Client Service Associate at Morgan Stanley Wealth Management. He holds a Bachelor of Arts in Economics from Bowdoin College and maintains Series 7 and 66 securities licenses, underscoring his commitment to professionalism and technical expertise in wealth management.