Mike Sbrocco is SVP, West Region based in our San Rafael office and has 20 years’ 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 a Cub Scouts Den Leader, serves as a mentor with ACP (American Corporate Partners), and coaches youth sports.
Previous Experience
- CFO for Advisor Engine
- CFO for Junxure (CRM Software)
Education
- MBA, The Citadel, Charleston, SC
- BS in Marketing, Johnson & Wales University, Providence, RI
- AS in Sales, Johnson & Wales University, Providence, RI
*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.
