
Michele is the President and Founder of ‘Cornerstone Wealth Advisory’, a multi-family office and boutique Wealth Management firm under the umbrella of Strategies for Wealth, one of the largest
privately owned, independent financial services companies in the country, established in 1933 with
offices in Manhattan, Westchester, Boston and Long Island.
A graduate of New York University, Michele's extensive business and professional training,
certifications and experience in finance, business development, domestic and international commerce for over twenty years have equipped her with a knowledge and insight that makes her invaluable to her clients. Working with a team of the finest attorneys, accountants, actuaries, economists and tax strategists in the country, she is able to tailor solutions and strategies that are aligned with her client's long-term goals, concerns and objectives. Michele specializes in working with high-net-worth individuals & families, business owners, professionals and executives, assessing all areas of their personal and business finances to evaluate where their opportunities and blind spots lie. She conducts an in-depth analysis of Estate Planning documents, assesses the efficacy of the existing Wealth Management offering, Investment Portfolios, Retirement Plans, Business Succession Plan and Risk Analysis, making sure everything is aligned with her clients current priorities and commitments. Michele is a Registered Investment Advisor, Securities licensed across the United States, and independently insurance licensed throughout the United States. She is a nationally recognized speaker and consistently receives accolades of merit and achievement through various industry organizations and leading companies in the financial arena.
Michele is highly involved in professional, charitable, and civic organizations as well. She serves as Chairman of the Board of Lawfare Project, the largest global civil rights organization that protects the rights of Jewish communities, individuals and businesses facing discrimination. Michele also serves as USA Treasurer & Director of Planned Giving for WIZO, Women's International Zionist Organization that is dedicated to taking care of children, the elderly and women in Israel. She also leads as co- chair of UJA’s Business Leader’s Forum, a committee of prominent business owners and professionals that are dedicated to advancing the awareness and support of Israel and worthy causes that support Jews in the US and abroad. Michele lives with her husband Randy, and their four children in Brookville, New York.
JELCON NY 2026