Before joining Rockefeller, Michael spent over 10 years at Morgan Stanley as a Senior Vice President and Senior Investment Management Consultant and earned his Family Wealth Advisor designation. He became a member of the MWM group in 2018.
Michael began his career at Boston Safe Deposit & Trust Co., then went on to Lehman Brothers, Oppenheimer & Co., and Bear Stearns. He is a member of the Investment Management Consultants Association and the Rotary Club of Braselton.
Michael earned a bachelor’s degree in finance at Ithaca College. He later earned the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business.
He and his wife Kerri live in Atlanta with their family. They are passionate about the fight against autism and support the Marcus Autism Center in Atlanta and various other charities.