Michael Miller is a principal of PCT. Michael’s professional experience includes roles as an Investor, Investment Manager, Relationship Manager and Consultant with Private Equity and major Financial Institutions. He also is well experienced in domestic and international Real Estate
Michael brings his vast experience and expertise to assist his clients with management of their wealth.
Michael is a graduate of University of Pennsylvania Wharton School with an MBA in Finance and of Cornell University with a BA in Architecture and Planning.
He holds, FINRA 7, 66, 31 licenses, and RIAR and CRPS designation.
Team/Partners:
Investment Management:
Michael is registered with YHB Investment Advisors, Inc. as Investment Adviory
Representative (RIAR). YHB supports Michael and his clients with investment
managment in publicliy traded securities, trust and portfolio adminstration
services.
https://www.yhbia.com
Attorneys:
Murtha Cullina
Updike Kelly
Cummings and Lockwood
Day Pitney
Robinson+Cole
Hinckley Allen
Pullman Comley
Shipman and Goodwin
Czepiga Daly
Withers Worldwide
Carmody Torrance
Rogin Nassau
Legacy Counsellors
Kerns and Kerns
ESOP Plus
Seiger Gfeller
Feiner Wolfson
Accountants:
Deloitte
E+Y
PWC
CohnReznick
Blum Shapiro
Markum
Whittlesey
Mahoney Sabol
Budwitz Meyerjack
Miller Moriarty
PKF O’Connor Davies
Wilkinson Wolfe
Captive Insurance Managers and Insurance Companies:
CIC Services
Marsh Private Client
AIG Private Client Group
Gallaher Private Client
Pure Insurance
Prudential
Chub
Banks:
First Republic
JPMorgan
Bank of America
Wells Fargo
Peoples
Webster
Liberty
TD
Key Bank
Thomaston Savings
Berkshire Bank
Litchfield Bank
Washington Trust
WorthAvenueCapital
Investment/Research:
YHB
Channel Research
Fieldpoint Private
CFRA
Josh Harris Alternative Research
Custodians:
Pershing/Mellon Bank
Schwab/Ameritrade
TPA/Retirement Plans Administrators:
PASI
Dedicated DB