Michael P. Arnheiter

Michael Arnheiter joined Baystate Financial in January of 2019 in their downtown office after a 30-year career with New York Life and MONY.

 

Over the course of his career, he has developed a niche with successful entrepreneurs in the estate tax liquidity and the business succession area. He specializes in exit planning, key person reward and retention strategies, and helping clients with pre-sale planning intended to place clients in a better post sale position.

Michael has been a main platform speaker at many insurance industry conferences, is a qualifying and life member of the Million Dollar Roundtable, and while with New York Life he was a chairman's council member for 20 consecutive years from 1999-2018*.

Giving back to the community is an important part of Michaels life and over time he has been involved with many communities including serving on the board of Trustees at The Sanibel Sea School, a steering committee member at NYPAC (the largest insurance political action committee), and served on the membership committee
at AALU. In addition, Michael served on the annual fund for The Canterbury School in Fort Myers and Cape Cod Academy in Osterville.

Michael lives in downtown Boston with his wife Julie and enjoys golf, travel, the beach and serving with other members of the Ellis South End Neighborhood Association. Michael studied economics at The College of Williams and Mary in Virgina.

Executive Assistant:

Erin Chae

617-585-4566
echae@baystatefinancial.com 

 

CRN202702-5926832