Michael Mohr, CFA

Managing Director, Wealth Advisor

Michael Mohr, CFA, is Managing Director, Wealth Advisor for Cresset in the greater Atlanta region. Michael has worked with high net worth families, entrepreneurs and not-for-profits for more than three decades, crafting investment strategies that address specific short-term and long-term financial goals. He works closely with Cresset team members to provide comprehensive expertise and deliver solutions that sustain and enhance client capital.

Michael previously held the position of Managing Director, Southeast Region for Wilmington Trust, where he was responsible for leading investment advisory services for high-net-worth clients and managed the firm’s advisors in Georgia.

Michael has more than 30 years of experience in portfolio management and is a CFA charterholder and member of the CFA Institute. He is a member of the Finance Council of the Roman Catholic Archdiocese of Atlanta, where he chairs the investment committee. Michael earned a bachelor’s degree from Furman University and an MBA from Georgia State University.