The Wealth Office®, CFP®
Michael provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2017, Michael was a Wealth Advisor with RMB Capital. He holds a Bachelor’s of Arts from the University of Chicago, is a Certified Financial Planner (CFP®) from the College for Financial Planning and passed the CFA Level II exam. Michael is a member of the Michael J Fox Foundation Junior Board and volunteers with the Special Olympics. In his free time, he enjoys cooking, travel and golf.