Michael A. Cuneo is a Managing Partner of Compass Advisors with over 20 years of experience serving the unique needs of business owners, high-net-worth individuals and corporate executives. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael brings a holistic and independent perspective when advising clients. He works closely with tax professionals, attorneys and other advisors to his clients in order to provide a team-driven approach and collaborative strategy. His proven expertise allows his clients to navigate the intersection of business ownership, personal financial planning and estate planning with a goal of reducing taxation and fostering better financial outcomes.
Prior to joining Compass Advisors in 2013, Michael worked institutionally with Cohen & Steers Capital Management and RiverSource distributors.
Michael received a Bachelors degree in Economics from Binghamton University. He grew up in Cold Spring Harbor, NY and currently resides in East Northport, NY with his wife Kadi and their two children, Charlotte and Parker.