Michael J. Lepore, CIMA®
Managing Director of Institutional Client Services and Co-Founder
Michael is our Managing Director of Institutional Client Services, specializing in asset management analysis and investment manager selection for institutional clients. He also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations and select high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection, and oversight.
Prior to GYL Financial Synergies, Michael worked for Wells Fargo Advisors and its predecessors, where he was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group.
Michael graduated from the University of Rochester with a degree in Economics as well as a Certificate in Management and Finance. He also studied at the London School of Economics and did graduate work at the University of Connecticut. Michael holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the Wharton School at the University of Pennsylvania.
During his leisure time, Michael enjoys traveling, outdoor activities with his wife and their Jack Russells, reading, and motor racing. Michael is also a board member and chairperson of the finance committee at Intensive Education Academy, a school for children with special needs.