Michael J. Santo

Managing Director

Mike Santo is a Managing Director and advisor based in Palm Beach County, FL and New York, NY, serving clients in both our Northeast and South Florida regions. As an advisor, he helps clients establish their unique financial goals, develops and implements a customized strategy with their circumstances in mind, and conducts thorough reviews to help monitor progress toward their aspirations. He is passionate about helping clients navigate changing market environments by providing thoughtful, personalized guidance on asset allocation, tax minimization, retirement, and multigenerational planning strategies.

Previously, he worked for over 16 years as a portfolio manager at Bank of America Private Bank in New York, NY. In this role, he was responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as an assistant vice president at Prudential Equity Group in equity research sales covering New York and New Jersey-based institutional, mutual, and hedge fund accounts.

Mike obtained his bachelor’s degree in economics from The College of the Holy Cross in Worcester, MA, and an MBA in finance from Fordham University Graduate School of Business.

Previous Experience

  • Managing Director, Portfolio Manager at Bank of America Private Wealth Management
  • Senior Vice President, Portfolio Manager at Bank of America Private Wealth Management
  • Assistant Vice President at Prudential Equity Group

Education & Credentials

  • BA, College of the Holy Cross, Economics
  • MBA, Fordham University – Graduate School of Business Administration, Finance

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.