Michelle joined Rockefeller Capital Management in 2020. Prior to joining Rockefeller, she spent 5 years at Merrill as a Senior Registered Client Associate and was also at Morgan Stanley for 15 years. She has been in the financial industry since 1999 and studied Business Management at Northern Illinois University. As the team Chief Operating Officer, Michelle oversees all operational and administrative functions as well as supervises and manages the team. She is often the first point of contact for the clients, and her incredible attention to detail, follow-up, and attitude allows her to provide a great client experience. She is Series 7 and 66 licensed and can execute trades upon client requests. She prides herself on her organizational skills, commitment to improving team processes, and enhancing and deepening client relationships.
Outside of the office, she enjoys playing the piano, scuba diving, taking walks in the park with her dogs, and spending time with her husband Jerry and their twin sons. She lives in Grayslake and is an active member of the Lake County Mothers of Multiples club.