OUR TEAM | BIO

Clearpoint Advisors is proud to announce our affiliation with Institutional Architects. This new affiliation expands our team dramatically to provide additional resources and experience in executive benefits, and institutional strategies for corporations, banks, and insurance companies. This affiliation enhances consulting, analytics, and benefit and investment expertise.


 

Michael Ori

Michael Ori

Michael Ori is a Co-founder and Managing Partner of Institutional Architects. He specializes in the audit, design, implementation, administration and funding of executive benefit plans for Institutional Architects’ corporate clients.

Michael spent the first 10 years of his career at a nationally recognized executive benefits consulting firm where he led the design and analytics team. His responsibilities included consulting with clients that ranged from small privately held companies to fortune 500 corporations on their executive retention programs and designing funding strategies that utilize corporate owned, bank owned and insurance company owned life insurance.

Michael has also worked for Nationwide Financial and Lion Street Financial, both industry leaders in the corporate insurance space, in various sales executive and consulting roles. Michael holds a BS with honors in finance from the University of Florida.

Learn more: institutionalarchitects.com

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA & SIPC. 

FINRA website: http://www.finra.org/
BrokerCheck: http://brokercheck.finra.org/