Mike established IFO in 2005 after working at the Ayco Company where he led the family office practice while also serving clients. He holds a Bachelor’s degree in Finance from Siena College, as well as a JD from Albany Law School. He is an IRS Enrolled Agent. Mike has over 33 years of experience in advising clients in finance, tax, and business matters. Mike has served as a trusted advisor to numerous CEOs of Fortune 100 companies, fund managers, and top-ranking government officials.