Myles Pugliese, CFP® is a Financial Advisor at MACRO Consulting Group. In this role, Myles maintains all aspects of the client relationship including conducting client review meetings. He actively monitors clients’ investments and overall portfolio performance to ensure clients remain on track as they work towards their long-term financial goals. Myles has been with MACRO since 2012, previously serving as a Research Assistant, where he worked closely with the Investment Committee conducting quantitative research, analysis, and thoughtful modeling.
Myles is a graduate of William Paterson University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He holds the Series 7 registration with LPL Financial. He also holds a Series 66 with LPL Financial and MACRO Consulting Group. In his free time, he volunteers for the Habitat for Humanity Global Village Program and the Appalachian Mountain Club.