Products and Services offered

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.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Financial Services,Investment advisory service,College Financial Planning Services

Services:
Wealth Management, Financial And Estate Planning, Business Advisory, Consulting, Alternative Assets

Specialties:
Business Sales, Concentrated Portfolios, Private Equity, Liquidity Events, M&a, Estate Planning

Brands:
Robertson Stephens

Languages:
English

Associations:
Intuitive X - Senior Advisor, Overlake Hospital Foundation - Board Member