Asset Management Division
Asset Management Division
Fortis Lux Asset Management (FLAM) helps to connect individuals, professional executives, business owners, and corporate clients with investment solutions to help meet their needs.
Michael began his career in 1997 attending the Investment Banking Program with PaineWebber. Shortly thereafter, he became a Financial Planner with Scher Financial Group, an office of MetLife, before forming Hudson Wealth Advisors. In 2016, the MetLife Premier Client Group (MPCG) was acquired by MassMutual, and Hudson Wealth Advisors was merged into Fortis Lux Financial. Michael is a graduate of Pennsylvania State University with a Bachelor of Science in Finance. Michael also attended the University of Seville, Spain where he studied International Finance and Taxation.
Michael is committed to building long-term relationships with his clients, and helping them reach their goals is his number one priority. He focuses on wealth management strategies and investments, as well as protection and retirement planning. Drawing on his knowledge, experience, and world-class planning tools, he strives to help build financial freedom for all his clients.
Michael is a member of many prestigious organizations, such as the National Association for Insurance & Financial Advisors (NAIFA), the Financial Planning Association (FPA), the International Association for Financial Planners (IAFP) and previously, the National Football League Financial Advisory Program (NFLFA).
He has received several Honors and Awards including MetLife Securities Advisory Board, Fidelity’s Advisory Council and BlackRock’s Masters Club. Michael achieved the ChFC® (Chartered Financial Consultant) designation in May 2010 along with his CASL® (Chartered Advisor for Senior Living) designation shortly thereafter.
Outside the office, Michael enjoys coaching two baseball teams in his community, running 5k races with his children for War Veterans and Cancer charity organizations, reading non-fiction books on Navy Seals and Special Forces (military), and mentoring through the Veterans Association.
As the founder of the Manhattan-based financial firm, Fortis Lux, Felix had a vision to create a microcosm of opportunity for both the firm’s clients, and its advisors and support team. “This is a firm that’s comprised of go-getters who want to help other go-getters, ” he says. Felix, who actively served in the military for years, grew up in suburban Connecticut, and immersed himself in athletics while in high school. After college, financial services seemed like the perfect environment for someone with his boundless energy and talent for developing people. He started out as an advisor in 2001, and quickly rose through the ranks of management. He served in leadership roles at American Express Financial Advisors and MetLife, prior to founding Fortis Lux.
Edward began his professional career in wealth management in 1999 with Morgan Stanley Dean Witter in Greenwich, CT. While there, he developed a deep understanding of investment products and offerings, leading him to manage funds of a select group in Darien, CT.
Edward opened his own wealth management outfit in New York which he ran until 2011,
when he was made an offer to join MetLife Premier Client Group (now Fortis Lux Financial, a member of the MassMutual Financial Group) for his unique skill set of investment selection and management. He is committed to offering the highest level of investment techniques and investment research; his extensive knowledge of investing allows him to provide complex strategies and comprehensive portfolio management. The approach he uses for investment research is a combination of fundamental and technical analysis.
In 2016, MetLife Premier Client Group was acquired by the MassMutual Financial Group, and Hudson Wealth Advisors was merged into Fortis Lux Financial.
Edward is a graduate of Lehigh University, class of 1996, with a Bachelor of Science in Mechanical Engineering (BSME).
Justin began his career in analytical chemistry where he worked for a pharmaceutical company specializing in metabolism and pharmacology studies. The business and strategy side of his projects intrigued him, and in 2013, he transitioned into distressed credit trading. Justin served as the point person in negotiations to determine terms and conditions of each trade,
as well as performing valuation analysis for buy side clients and proprietary trades.
With extensive financial analysis and due diligence experience across various special situations proceedings, Justin is now applying his trading and analytics background as a research analyst at Fortis Lux Financial.
Justin graduated from Villanova University in 2010 with a Bachelor of Science in Biology.
Lisa began her career External Wholesaling to Financial Advisors within Financial Institutions at AIG SunAmerica, She has continually progressed in her career to National Sales positions of greater scope and responsibility, from AIG National Accounts, to Wells Fargo Advisors where she covered Bank, Wire and Independent Channel Relationships for the National Sales Group. Most recently,
Lisa represented the MetLife Securities Broker-Dealer covering the MetLife PCG Advisors Channel which was later acquired by MassMutual Investment Services, where she continued her role on the National Sales Team for MassMutual Financial Group.
Lisa offers a blend of financial services multi-channel wholesaling and relationship management. Her strong sales experience and sales management expertise have been valuable to her success in penetrating target markets, generating additional sources of revenue, and forming strategic relationships.
Jay is a Financial Advisor with Fortis Lux Financial. He brings extensive investment management experience to the firm, having worked at some of the largest and most well respected money management companies, including Franklin-Templeton, INVESCO and Deutsche Bank. He is a Chartered Financial Analyst (CFA), and a specialist in the Technology, Media & Telecommunication sectors.
In 2000, Jay was named lead Portfolio Manager of the INVESCO GT Technology Fund. He designed and implemented a proprietary investment process, and managed a 7-person team overseeing more than $1.5 billion in assets.
Jay is well versed in institutional-class asset allocation strategies, portfolio construction techniques, securities selection, and risk management. As a registered investment advisor, he helps clients develop a comprehensive financial strategy that includes the benefits of an actively managed portfolio. Jay has a B.A. in Business-Economics from the University of California, Santa Barbara.