Michael brings his extensive investment management, retirement, and estate planning experience to identify client needs and, by partnering with relationship and portfolio managers, implements customized financial planning solutions.
Prior to joining Investors Trust, Michael served as a VP and senior fiduciary advisor for PNC Wealth Management in Washington, DC, where he performed trustee, executor, and agency duties. Prior to that role, Michael served as a financial advisor with Wells Fargo and Edward Jones Investments. He focuses on trust and estate plans as well as charitable and gifting strategies.
Michael earned a Bachelor of Science in Business Administration degree in management from the University of North Carolina at Charlotte and a Master of Trust and Wealth Management, magna cum laude, from Campbell University. In addition to earning the designations of CERTIFIED FINANCIAL PLANNERTM and Accredited Estate Planner, he also earned the American Bankers Association's Certified Trust and Financial Advisor (CTFA) designation and successfully completed their national graduate-level trust program.
Michael was born and raised in Winston-Salem, NC, and has lived in Washington, DC, and Vero Beach, FL, before relocating to his current home in Chapel Hill, NC. He enjoys art museums, dogs, his beach house, cooking, and traveling to locations such as Iceland, Italy, and Turkey.