Michael Daudelin serves as the company's President and Chief Investment Advisor and is a leader in investment management, financial planning, and all aspects of portfolio planning.
In 1992, Michael founded Allegiance as an early adopter to fee-based compensation as a way to provide unbiased and transparent investment portfolio management to clients. As the Chief Investment Advisor, Michael is trusted to provide investment strategies for his clients based on an understanding of their risk tolerance and objectives allowing them to develop reasonable expectations for their future lifestyle in retirement.
Prior to founding Allegiance Financial, Michael worked as a Financial Consultant for Merrill Lynch providing securities recommendations to his clients within a brokerage model. During his time at Merrill Lynch, Michael identified the opportunity to better serve customers as a fiduciary, an idea that ultimately became the model for building Allegiance Financial.
Michael graduated from Boston University with an undergraduate degree in Business and Professional Studies and completed the Certificate in Financial Planning at Boston University's Metropolitan College.
Michael lives on the south shore of Massachusetts with his wife and children where he enjoys practicing yoga and getting outside to golf and mountain bike.