Director, Wealth Advisor
Michael is a Director, Wealth Advisor at Cresset. He provides customized advice to clients on all aspects of their wealth, with a focus on asset allocation and investment manager selection. Additionally, Michael advises on estate and wealth transfer, financial planning and banking and credit needs.
Before joining Cresset, Michael worked at BNY Mellon Wealth Management, where he spent 8 years in various roles. Prior to that, Michael worked at Zacks Investment Management, where he worked with high-net worth individuals to understand their current financial situation and future goals. Michael also spent time working at Fifth Third Bank.
Michael has a B.A. in Economics from Michigan State University and a Master of Business Administration from Syracuse University. Michael is on the board of LIFT-Chicago and a member of the United Way’s Strong Neighborhoods Committee.
Outside of work, Michael can be found spending time and traveling with his wife, Jen, and daughter, Violet. Michael is also an avid golfer, skier and sailor.