Primary Job Title Wealth Management Advisor Primary Organization 
Merrill Lynch
Location San Francisco, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male
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Michael has over twenty years of wealth management, investment management, and corporate finance experience. Prior to joining Merrill Lynch as a Financial Advisor in 2014, Michael served as a portfolio manager and research analyst for over twelve years at several value-oriented investment firms focused on public equity investing. Earlier in his
career, Michael worked as an investment manager in private equity in Asia and as an analyst at a bulge bracket investment bank.
At Merrill Lynch, Michael and his team work closely with family offices, small and medium-sized corporations, foundations, and high net worth individuals to provide customized wealth management strategies and services. The scope of advice and guidance includes areas such as:
• Investment and retirement planning
• Estate planning services, trust management, and wealth transfer alternatives
• Education funding strategies
• Philanthropic and charitable giving strategies and management
Michael received a Bachelor of Science with dual majors in Economics and Radio/TV/Film from Northwestern University. Since 2013, Michael has served as a member of the Adjunct Faculty at NYU School of Professional Studies. At NYU, Michael has taught a number of courses on value investing, portfolio management, and mutual fund investing. Michael resides in Los Altos, California with his wife and two sons.
