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Michael Lepore

Senior Vice President, Private Wealth Advisor

Michael T. Lepore is a Senior Vice President for the HLB Group at Rockefeller Capital Management. Prior to joining Rockefeller in March of 2019, he began his wealth management career at Merrill Lynch in Atlanta.

Michael focuses on the intricate and diverse needs of high-net worth individuals, private business owners, public company executives, professional athletes, and their families. With his partners, he has built a team that is focused on providing clients with a holistic wealth management approach which includes estate planning and family office services.

Outside of the office, Michael is passionate about helping others especially through coaching youth basketball. He loves connecting with others, learning their stories, and then finding an opportunity to impact their lives. There is nothing he enjoys more than spending time with his wife, Kaitlin, and son, and daughter.

Michael attended Wake Forest University where he graduated in 2009 with a BS in Finance. He was a member of the basketball team and was rewarded by being named 4 times to the ACC All-Academic Honor Roll.

 

Michael was named to Forbes Best-In-State Top Next-Gen Wealth Advisors list for 2023.

 

The Forbes “Best-In-State Top Next-Gen Wealth Advisors” ranking discussed above was designated in August 2023 lasts for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.