Business Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed
Languages
English
Listed In: Investment Services
Michael is a Managing Director and Principal at Robertson Stephens. Operating out of the Downtown Bellevue, Washington office, Michael works to advise and support high net worth individuals/families, senior executives, and business owners on a wide range of wealth management issues, including risk… Michael is a Managing Director and Principal at Robertson Stephens. Operating out of the Downtown Bellevue, Washington office, Michael works to advise and support 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 33 years of professional investment and capital markets experience in every aspect of his clients' financial lives. As a wealth manager, Michael meets clients at their "financial pain points" and acts as a "personal CFO", striving to expose and address financial blind spots with an aligned and unbiased perspective. Read more