Vios Advisors

12/14/2025

Michael Bapis joined Scott, Stephanie and the CNBC Closing Bell team to kick off this past week and discuss all events and news impacting the markets as we approach year-end.

Ultimtaely, AI remains such a powerful trade and will be at the forefront of focus for the next few years. There will also be advantageous opportunities for non-AI names and trades in the new year, which will also be a driving force for market performance, alongside future outlook from the Fed.

10/26/2025

Michael Bapis featured on CNBC's Closing Bell earlier this week to highlight how we are advising clients in the current market environment, highlighting how earnings season has been a positive driver in the market's recent performance, and stressing cautious optimism in focusing on the concerns around the edges as we navigate through the final quarter of 2025.

Vios Advisors’ Michael Bapis and BNY’s Alicia Levine join 'Closing Bell' to discuss the latest news affecting markets.

07/02/2025

https://schwabnetwork.com/video/looking-past-the-headlines-with-michael-bapis

Michael Bapis featured on The Schwab Network's "The Watch List" last week with Nicole Petallides to discuss all things markets as we approach the mid-year point of 2025.

<p>Focus on the “resiliency of the economy, the resilience of markets, and earnings,” says Michael Bapis, not the latest news headlines. He likes healthcare, financials, and alternatives like private credit. He emphasizes the importance of having a long-term financi...

03/13/2025

We are incredibly honored to be named to the Barron's 2025 Top 1,200 Financial Advisors List. This recognition reflects the hard work, innovative thinking, and client-centric approach that defines our team each and every day.

Our passion for excellence, unwavering commitment to our clients, and the high standards that we hold ourselves to are integral components of success to our team and our business.

Congratulations to all honorees, specifically all Rockefeller advisors and their teams on this prestigious honor. The future is bright!

02/16/2025

Michael Bapis joined Scott and the CNBC Closing Bell team live at the New York Stock Exchange earlier this week! They kicked off this past week to discuss our team's approach of crafting client portfolios to weather volatility amidst unique market backdrops. The emphasis of focusing on earnings, interest rates and inflation is important to reiterate the economy's resilience and strength, despite the recent uncertainty surrounding tariffs.

As always, Michael highlighted that it is imperative to maintain a long-term investment perspective, and he also touched on how incorporating alternatives into client portfolios can be both advantageous and opportunistic as a durable force to moderate volatility as well.

Michael Bapis, Vios Advisors at Rockefeller Capital Management managing director, joins 'Closing Bell' to discuss how investors should deal with a reactive market.

01/11/2025

Proud to share that our team has been named to the Forbes 2025 Top Wealth Management Teams list - a recognition of standard of excellence in financial and client services to which all of us aspire at Rockefeller. This was our highest ranking yet, at #16 in the highly competitive state of NY - High Net Worth.

It is a great way to start the year and we are really excited for the future. Congratulations to all of Rockefeller teams around the nation who received this tremendous recognition as well.

Full list of honorees can be found here: https://lnkd.in/evcbg2aW

12/16/2024

Michael Bapis joined Nicole Petallides and the Schwab Network team earlier this week on "The Watch List"!

Michael and Nicole's informative discussion focused on key indicators that are driving optimism in the markets as we wrap up 2024 and begin the new year of 2025.

Their conversation also highlighted several aspects of our client-centric year-end planning process with our clients, including tax planning, diversifying allocations and integral components of positioning portfolios as we begin the new year.

<p>Michael Bapis notes inflation prints can change market trajectory but believes economic data we've seen is enough to maintain trading strength. He expects tech and dividend-paying companies to showcase investor value in 2025. According to Michael, rotation and M&amp;A number...

09/28/2024

Michael Bapis joined Nicole Petallides and the Schwab Network team on Thursday of this week to break down key market themes and topics as we rapidly approach the final quarter of the year.

It will be a busy few weeks heading into both the U.S. Election and the end of the year. Throughout their discussion, Michael highlights the myriad of important items that are top of mind to discuss with clients in crafting and adjusting their portfolios amidst a unique market environment.

<p>“People are trying to find dividend companies,” says Michael Bapis of the Rockefeller Global Family Office. He says the market rotation is moving from growth to value ahead of the election. He advocates for a diversified portfolio, including emerging markets and....

06/15/2024

Michael Bapis joined Caroline Woods and The Schwab Network team earlier this week on Fed Day this week to break down the FOMC's decision to keep rates unchanged.

It was an insightful conversation that touched on many imperative market themes, and also highlighted key components of our investment philosophy when crafting client portfolios: diversification and focusing in on the long-term.

The FOMC keeps rates unchanged. Michael Bapis discusses this as the Fed notes that inflation has eased over the past year but remains elevated. He talks about the importance of diversifying your portfolio and staying focused on the long-term. Tune in to find out more about the stock market....

05/18/2024

Michael Bapis joined Nicole Petallides on the Schwab Network on a momentous day late last week as the Dow reached the 40,000 milestone.

We always enjoy their conversation, where they highlight key market themes and drivers, as well as discussing our holistic approach to wealth management, inclusive of retirement, tax and estate planning.

A lighter-than-expected CPI report lifts hopes for lower Fed rates, notes Michael Bapis. He examines recent market performance and trends. He talks about how the market Is recognizing that inflation dynamics look favorable. He then goes over portfolio strategies to consider. Tune in to find...

04/20/2024

Michael Bapis joined Jennifer Garrett on her Move The Ball Podcast earlier this month. Michael really enjoyed their conversation, which touched upon memorable stories of his journey as both an athlete and a private advisor, as well as key lessons learned, both personally and professionally, that have ultimately built his foundation and helped him to get to where he is today.

Jennifer has an incredibly impressive background and Michael was truly honored to be a guest on her show in highlighting our team's specific niche of managing wealth for athletes and entertainers.

Watch the full podcast episode here: https://lnkd.in/entAUpym

04/14/2024

It was a media filled week for Michael Bapis as he was featured on Schwab Network's "The Watch List" with Nicole Petallides earlier this week to discuss the recent Fed minutes, how central banks are still driving the markets and how the U.S. economy is still showing resiliency.

Watch the full segment below!

CPI likely pushed off interest rate cuts by the Fed, notes Michael Bapis. He discusses the recent Fed minutes. He talks about how central banks are still driving the markets and the U.S. economy is still showing resiliency. Tune in to find out more about the stock market today.