Michael serves as the Executive Vice President & Managing Director at Beatrice Advisors, bringing over a decade of experience as a wealth advisor for high-net-worth and ultra-high-net-worth individuals and families. As a member of the leadership team and the Executive Management Committee, he provides guidance on the company’s development and management. Michael leads the Client Advisory Practice, overseeing client relationships with his team and enhancing the overall client experience. He collaborates closely with the team to implement a customizable, single-family office-like approach that combines investment management with wealth advisory services. Michael’s key areas of focus with his clients are estate, insurance and tax planning areas along with supporting families with governance and risk management matters.
Michael began his wealth management career as an advisor at Plante Moran Financial Advisors, located outside of Detroit, Michigan, one of the nation’s largest independent, registered investment advisors. He spent time working with business owners and other ultra-high-net-worth individuals, diving deep into planning surrounding trusts and wealth transfer strategies—an area where Michael has a particular interest and skill. He then moved to New York City and joined the registered investment advisor Shufro Rose & Co. as Vice President and Financial Advisor, partnering closely with high-net-worth individuals. In this role, he led the financial planning offering and quarterbacked the process with clients’ outside professionals, including estate attorneys, tax advisors, and insurance professionals.
Michael lives in Manhattan with his wife, daughter, and toy poodle.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor”. Use of “CPWA”, and/or “Certified Private Wealth Advisor” signifies that the user has successfully completed the institute’s initial and ongoing credentialing requirements or wealth advisors.
