Michael Ori

Michael Ori

Michael Ori is the Vice President Corporate Markets – Advanced Sales & Consulting for Lion Street. Michael’s focus is on the corporate and business solutions space where he specializes in designing, implementing and auditing strategies involving business succession, executive benefits and asset/liability management utilizing life insurance.

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 designing strategies that utilize corporate owned and bank owned life insurance, administrating non-qualified deferred compensation plans, and marketing to prospects ranging from small privately held companies to fortune 500 corporations.

Prior to joining Lion Street, Michael worked for Nationwide Financial, an industry leader in the corporate insurance space, where he focused on driving the distribution of corporate owned life insurance products.

Michael holds a BS with honors in finance from the University of Florida and currently lives with his wife in New York City.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clearpoint Advisors, LLC.

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

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