1300 91st Ave NE, Clyde Hill, Washington, 98004
(206) 424-9488
Managing Director and Principal
Finance & Insurance > Financial Planning & Investments
Michael is a Managing Director and Wealth Manager at Robertson Stephens. Partnered with the Robertson Stephens Northwest Team, Michael advises high net worth individuals/families, senior executives and business owners on a wide range of wealth management issues including risk allocation strategies, financial planning, business exit planning / generational wealth transfer. Michael draws on his 28 years of professional investment and capital markets experience in every aspect of his client’s financial lives. As a wealth manager, Michael acts as a personal CFO for his clients, striving to expose and address financial blind spots with aligned and unbiased perspective. Prior to joining Robertson Stephens, Michael was a Founding Partner and Senior Investment Committee member at Steelhead Partners, a Seattle, WA based Hedge Fund. For over 20 years. Preceding Steelhead, Michael was a Vice President at Ragen MacKenzie Inc, an NYSE listed research firm specializing research and investment banking.
Monday:
9:00am
to 5:00pm
Tuesday:
9:00am
to 5:00pm
Wednesday:
9:00am
to 5:00pm
Thursday:
9:00am
to 5:00pm
Friday:
9:00am
to 5:00pm
Associations: Intuitive X - Senior Advisor, Overlake Hospital Foundation - Board Member
Languages: English
Tags: Financial Planning, Business Exit, Liquidity Event, Generational Wealth Transfer, Real Estate, Capital Markets, IPO, Risk Management, Business Consulting, Business Advisory, Wealth Management, Wealth Advisor, CIO, CFO, Alternatives, Private Investments, Strategic Planning, Private, Mergers and Acquisitions, M&A, Due Diligence, Transaction Negotiation, Angel Investing, Financial Advisor
Specialties: Business Sales, Concentrated Portfolios, Private Equity, Liquidity Events, M&A, Estate Planning
Brands: Robertson Stephens
Services: Wealth Management, Financial and Estate Planning, Business Advisory, Consulting, Alternative Assets
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