Based in our San Rafael office, Mike serves as the Managing Director of our West Region. He has over two decades of experience in managerial and leadership roles.
His diversified background ranges from small privately held companies to large publicly traded international companies. He brings extensive experience in Accounting & Finance, HR and Administration, Sales & Marketing, and M&A. He has a strong and proven track record of building infrastructure, streamlining existing operations, and managing teams.
Most recently, Mike served as the CFO for Private Ocean Wealth Management, a leading RIA that was acquired by Wealthspire Advisors in December 2021. In his free time, he enjoys spending time with his wife and son, running, and cycling. He is an Assistant Scout Master with Boy Scouts, serves as a mentor with ACP (American Corporate Partners), a mentor with The Cristo Rey Network, and coaches youth sports.
Previous Experience
- Chief Financial Officer at Private Ocean
- Chief Financial Officer at Advisor Engine
- Vice President at Junxure
Education
- MBA, The Citadel – The Military College of South Carolina
- BS, Johnson & Wales University, Marketing
- AS, Johnson & Wales University, Sales Management
*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.
