Michael Modica is a Senior Partner and Financial Advisor at Pine Valley Investments (PVI). He works with high-net-worth individuals, families, and institutional clients to design and implement comprehensive investment and planning 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 advisory practice combines portfolio management, estate and tax planning, and retirement strategy to help clients make clear and coordinated financial decisions. He serves on PVI’s Investment Committee, where he contributes to asset allocation, manager selection, and portfolio implementation. His work emphasizes disciplined investing, tax awareness, and long-term planning that keeps clients focused on what matters most.
​
In addition to his advisory role, Mike is both a GP member and LP investor in PVI’s private investment funds, The PV Opportunity Fund and The Magarian Fund. His work in these entities centers on fund oversight, investor communications, and portfolio strategy, alongside his partners in managing capital and growth initiatives.
​
Mike is deeply involved in the firm’s technology and data systems, where he focuses on creating more efficient, transparent, and client-friendly workflows. His blend of analytical skill, investment expertise, and operational leadership continues to shape Pine Valley’s growth and long-term success.
​
