People

Michael Poppo

Michael Poppo

Formal First Name
Michael
Location

Michael Poppo is a Managing Director and Senior Portfolio Manager within the UBS Portfolio Management Program. With over 30 years of successful and distinguished experience in the private wealth management arena, he is one of only four advisors who have been selected as members of the UBS 401(k) Investment Committee and UBS Pension Investment Committee. Michael specializes in the advisory of ultra-high net worth individuals, qualified retirement plans, foundations, endowments, and corporations. His FINRA professional licenses include the Series 3, 7, 63 and 65 securities licenses and life insurance licenses.

Professional Experience


Academic History

  • Financial Times Top 400 Financial Advisers, 2018
  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Barron's Top 100 Advisors in New York 2009 - 2020
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  • Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018, 2019