Michael Amberger is an institutional retirement plan advisor based in Warren, NJ.
CAPTRUST welcomed Michael in 2021, and he currently serves as a senior vice president and financial advisor and brings more than 20 years of experience. Michael provides advice, guidance, direction, and education to fiduciaries and investment committees for institutional retirement plans, foundations, and endowments.
Michael joined CAPTRUST from Portfolio Evaluations, Inc., where he served as a senior investment consultant for the firm. His experience covers fiduciary process, investment management, plan design, participant engagement, and vendor oversight. Mike holds the designation of Accredited Investment Fiduciary (AIF®) and has been in the industry since 1999. He earned a Bachelor of Science degree in marketing from the State University of New York and a Master of Business Administration in finance from St. John’s University.
Outside of work, Michael enjoys spending time outdoors with family and friends.
- Bachelor of Science degree in marketing from the State University of New York at Oswego
- Master of Business Administration degree in finance from St. John’s University
- Accredited Investment Fiduciary®
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)