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ABOUT US
Personal
Family
Mike lives in Dublin, OH with his wife, Seline, and their new baby girl, Mila Lucie, who was born in April 2023. They also have an adorable Chiweenie (half chihuahua and half wiener dog) who weighs 10 pounds and looks like the Taco Bell dog.
Why he became a financial advisor
Although it may seem ridiculous, Mike knew he wanted to be a financial advisor by age 10. Seriously, ask any of his family members or close friends! As a child, the idea of being able to invest in a company like McDonalds (instead of just being a customer) was fascinating to Mike. He could make money while the world was buying Happy Meals, amazing.
His Hero
Not surprisingly, one of Mike’s heroes has always been the great Warren Buffet. Coincidentally, he and Warren were born on the same day, August 30th. Warren’s authenticity, straightforward approach, and passion for investing are appealing to Mike. Many feel he shares those same qualities. Whenever the financial world seems to be falling apart, Warren’s appeal to principal and reason make him one of the greatest investors of all time.
Caligiuri Financial
Independent Advice. Institutional Strength.
Founded in 2018, Caligiuri Financial is a boutique wealth management practice serving high net worth and high-income physicians. Based in Dublin, OH, Caligiuri Financial has a nationwide reach across 18 states, 20+ hospitals, and many private physician groups. Mike's insights have been referenced by many respected news outlets such as Bloomberg, Forbes, and CNBC.
Caligiuri Financial is an independent advisory practice. Through our affiliation with Stratos Wealth Partners, a national registered investment advisor, we combine the personalized service of a boutique practice with the institutional resources, technology, and compliance infrastructure of a larger organization.
This structure allows us to remain fully focused on our clients while benefiting from the scale, security, and operational support of a well-established RIA platform.
Work Experience
Hamilton Capital Management
Before starting Caligiuri Financial, Mike served as an advisor at one of the largest Registered Investment Advisors (RIA) in the United States, Hamilton Capital. He earned his CFP® certification and Enrolled Agent tax designation, which is the highest status awarded by the Internal Revenue Service. At 27, Mike served as the lead advisor on many client relationships.
J.P. Morgan Private Bank
After graduating from the University of Michigan’s Ross School of Business, Mike served high net worth clients at JP Morgan Private Bank in downtown Chicago. At the time, J.P. Morgan was awarded the most highly rated Private Bank in the world by Global Finance. Mike earned his Series 7 and 63 licenses.
Mike was asked to pitch a stock during his "Superday" interview series with JP Morgan in 2013. He pitched Whole Foods, which was eventually acquired by Amazon in 2017. Later in 2013, Mike participated in a JP Morgan Private Bank analyst stock pitch competition. After pitching Tesla, Mike won the competition and was asked to spend time on the investment desk where JP Morgan investors pitched stocks to high-net-worth clients.
Education
University of Michigan Ross School of Business
Mike earned his Bachelor of Business Administration (BBA) from the Ross School of Business where he specialized in Strategy and Entrepreneurship. He was the co-president of Ross Portfolio Management, which he helped turn into the largest investment club at Ross in terms of membership. As the director of recruitment, Mike oversaw the growth of over 70 new members. Based on his experience interning for a family of mutual funds, Mike developed an organizational structure of macro and fundamental analyst teams that managed a real-money stock portfolio.
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