Michael Modica is a Senior Partner and Financial Advisor at Pine Valley Investments (PVI). He works closely with high-net-worth individuals, families, and institutional sponsors to design and implement coordinated investment, planning, and wealth management strategies.

Since joining PVI in 2015 and becoming a Partner in 2018, Mike has helped guide the firm's evolution into a multi-disciplinary financial group that brings together wealth management, private investments, and insurance solutions.

Mike's practice is built around a high-touch advisory model. He partners directly with each household across portfolio management, retirement and 401(k) planning, estate and tax strategy, and risk management — and collaborates with an extended network of CPAs, estate attorneys, private bankers, insurance specialists, and business brokers to deliver fully integrated advice. He serves on PVI's Investment Committee, where he contributes to asset allocation, manager selection, and portfolio implementation.

Beyond his work at PVI, Mike is GP Member of PV Capital, LLC, the management entity for PV Opportunity Fund, Series I, LLC, which provides qualified investors access to alternative investments including venture capital, private equity, and other hedge funds. In addition to PV Capital, Mike is also a GP Member of Magarian Capital Management, LLC, the Manager to the Magarian Fund, LP — a long-only equity hedge fund.

Mike holds FINRA Series 7, 66, and 65 licenses, along with a Life and Health Insurance license, and earned his B.S. in Finance from George Mason University. In his spare time he enjoys golf and holds memberships at Laurel Creek Country Club and Inverness Club in Toledo, Ohio.