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Details

General Info

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.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 206-424-9488

Address:
1300 91st Ave NE Clyde Hill, WA 98004
Email:

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Categories
Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
Services / Products
Alternative Assets Business Advisory Consulting Financial and Estate Planning Wealth Management
Brands
Robertson Stephens
Associations
Intuitive X - Senior Advisor,Overlake Hospital Foundation - Board Member
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.