
Michael J. Zambelli Jr.
Senior Consultant
Michael is a financial consultant specializing in mid-market retirement plans, endowments & foundations, and high‑net‑worth families. He helps organizations strengthen fiduciary governance, benchmark advisor performance, and design investment programs that support long‑term goals and mission alignment. He works with select families applying this institutional discipline to formalize custom investment strategies.
In addition to his advisory work, Michael serves on the Lehigh Valley Chamber of Commerce Board of Governors, contributing to regional business leadership and community development. He is also active in the community as a youth sports coach, bringing the same emphasis on fundamentals, communication, and steady guidance that he brings to his professional practice.
He and his wife Jessica live in Emmaus with their two children Luca and Briella. Michael received a B.S. in Business Administration from Kutztown University.
