Michael has spent his career working with families in transition using his diverse background in law, business and wealth advisory. In 2001, he began his career as an estate planning attorney with his own practice in San Francisco. After 13 years of running his own business, Michael closed his practice to work with a Private Bank.
At the Private Bank, Michael led a team of subject matter experts to deliver comprehensive wealth management and fiduciary advice to his clients. He supported clients with complicated wealth and family structures who wanted to integrate family communication and sustainability into their systems. In that role, Michael brought his neighborhood sensibilities to these complexities and focused on a values-centered approach to planning, management and communication.
Michael attained a BA in Forensic Psychology from John Jay College of Criminal Justice and his JD from Northeastern University.
Michael is a rare find among advisors: he is a knowledgeable generalist with an attorney’s mind, a humanist’s heart and an entrepreneur’s spirit. His fluency in law and wealth management allows Michael to transcend the mechanics of the transactional and facilitate his clients’ connection to what really matters most in their lives.
Drawing on his experience as a small business owner, husband, father, world traveler, Eagle Scout, and member of the Burning Man community, Michael has an approachable and accommodating style.
- Leadership Coaching Certificate, Georgetown University’s Institute for Transformational Leadership
- Certificate in Family Wealth Advisory, Family Firm Institute
- ACC candidate, International Coaching Federation