Michael Cuneo is a wealth management financial advisor based in Melville, NY.
Before joining CAPTRUST through Compass Advisors in 2026, Michael spent more than 20 years serving the unique needs of business owners and corporate executives. As a principal, financial advisor at CAPTRUST, he helps clients navigate the intersection of business ownership and personal wealth, with a focus on tax strategies, estate planning, and succession planning.
Michael’s experience spans financial planning, institutional asset management, and insurance. Before joining Compass Advisors, he held roles with Ameriprise, Cohen & Steers, RiverSource Insurance.
Michael earned his Bachelor of Science in economics from Binghamton University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor® (CEPA®) designations.
Education
- Bachelor of Science in economics, Binghamton University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor