Managing Director, Partner
As a Managing Director and Partner, Michael works to uncover what truly matters to families and works with them to develop plans to achieve their financial goals. He works closely with families to incorporate financial planning and estate reviews to provide a holistic approach to wealth management.
Michael is an active member of our Investment Research Committee and our in-house alternative investment specialist. As a contributor to our “Wealth Approach” Blog, he dives deep into family-related matters and explains the importance of communication within families to facilitate the transfer of wealth. Michael graduated from the University of Illinois in Urbana-Champaign with a BA degree in Economics. He received his MBA from Northwestern University’s Kellogg School of Management and currently holds the FINRA Series 7 and 66 licenses.
Michael is actively involved with CURE (Citizens United for Research in Epilepsy), Keshet, and the Rolfe Pancreatic Cancer Foundation. In his spare time, he enjoys golfing, playing tennis, cooking, and teaching his son how to drive a golf cart.