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Michael Ortiz

Michael Ortiz

Client Relationship Manager

914-273-6800

michael@theadvisory.com

Michael began his career in healthcare operations, building two decades of experience in leadership, financial stewardship, and client-focused service. Supported by a degree in Business Administration, he advanced to become Assistant Director of Operations, where he managed multiple departments and led teams of more than 250 employees.

He oversaw several multimillion-dollar operating and capital budgets with a strong focus on process improvement and data-driven analytics to enhance efficiency, reduce risk, and improve outcomes. Throughout his career, Michael worked closely with patients and families during critical moments, developing a compassionate, trust-based approach that continues to guide his client relationships today.

In addition to his operational leadership, he worked extensively with regulatory and compliance agencies to ensure adherence to safety and operational standards. While transitioning from healthcare, Michael spent three years as an active day trader, specializing in digital assets while also trading equities and options, strengthening his understanding of market behavior and risk management.

In early 2026, Michael joined Income & Asset Advisory, Inc. as Client Relationship Manager, where he supports Principal Jason Waxler by assisting clients & coordinating back-office operations. He has earned his Securities Industry Essentials (SIE) license and is currently studying for the Series 7, working toward becoming a Registered Investment Advisor while delivering seamless, client-centered support to clients.