Financial Services in Clyde Hill, WA
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Financial Services • Financial and Investment Services
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.
206-424-9488
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Worldwide > United States > Clyde Hill > Financial Services