I do this because I can. My clients know they can tell me anything and that they can ask me anything. They share every fear and every hope. They ask me everything they were afraid to ask someone else. My clients entrust me to carry the weight and handle the little details they find so overwhelming. I’ll dive as deeply into the emotions as I do into the numbers. Why wouldn’t I?
Michele Pasqualina is a Senior Wealth Advisor at ALINE Wealth. Michele is a graduate of Smith College in Northampton, MA. She and her siblings grew up in Roslyn in the fine painting school her father founded in 1960.
In 2012, Michele joined Morgan Stanley as a Wealth Advisor Associate and trained as a Financial Planning Specialist. She worked as a Private Client Advisor for JP Morgan, managing over $100MM in assets. Michele joins the ALINE team from Merrill Lynch, where she maintained her own book of business as a Senior Financial Advisor, with a focus in wealth transfer and fixed income.
Prior to her career in finance, Michele was a Commercial Real Estate broker, involved in a number of high-profile retail assignments in Manhattan. Michele represented both landlords and tenants, including Ann Taylor, BÖsendorfer NY, H&M, Hartz Mountain and Hearst.
Upon graduating from Smith College, Michele was hired as a Business Analyst and was soon promoted to Manager of Deployments and Quality Assurance at E Commerce Group, a financial software company pioneering online payment solutions, which has since been acquired by First Data.
Michele lives in Oyster Bay with her son Christopher, who is a rising Sophomore at RPI. She volunteers as an Oyster Gardener for Friends of the Bay and at St. Mary’s Children’s Hospital. She enjoys gardening, traveling, and just about anything on the water.
As a Senior Wealth Advisor, Michele will continue to work with her clients to help define their financial needs and goals. She will coordinate with the ALINE team to cultivate and implement their plans to help attain their objectives.