Michael Dvorkin

Senior Wealth Advisor, Managing Director

Key Biscayne, FL

LET’S CONNECT

Work Experience

  • Joined the firm in 2021, bringing over 25 years of experience to the team
  • Responsible for conducting financial planning, portfolio management, and research for clients
  • Previously served as Managing Partner at Fortius Financial Advisors, LLC for over 10 years
  • Began his career at Fidelity Investments, where he spent nearly 15 years

 

Life Outside of MAI 

  • Served as Board member of Beth David congregation
  • Serves as a member of the Finance Committee for Beth David congregation, previously held the role of Treasurer
  • Serves as Vice President on the Board of Directors with South Florida Triathletes
  • Serves as a sponsor and race participant for Special Compass, an organization that promotes inclusion for differently-abled individuals by pairing them with able-bodied athletes in endurance sports
  • Avid skier, cyclist, runner, and swimmer
  • Has participated in dozens of Triathlon races
  • Enjoys spending time with his wife Jennifer with their children Emma and Benjamin

 

Education

  • State University of New York at Plattsburgh, BS in Economics with concentration in Finance

We look forward to learning about your financial goals.

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