Senior Vice President, Managing Director
As senior vice president and managing director of our Raleigh office, Michael leads a team that provides the personalized service necessary to meet our clients’ investment, trust, and other wealth planning needs.
Michael has nearly two decades of experience in investment-related businesses, most recently as senior fiduciary officer for PNC Wealth Management in Washington, D.C. Prior to that, he was a financial advisor with Wells Fargo and Edward Jones Investments.
Michael earned a B.S. in business administration 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 PLANNER™ and Accredited Estate Planner, he also holds the American Bankers Association's Certified Trust and Financial Advisor (CTFA) designation and successfully completed its national graduate-level trust program.
Michael is a member of the Durham & Orange County Estate Planning Council and was past president of the Piedmont Estate Planning Council. He recently served on the local Board of Directors for Make-A-Wish® Foundation and Habitat for Humanity.
Michael lives in Raleigh. In his free time, he enjoys traveling internationally to exotic locations such as Iceland, Egypt, and Turkey. He is also a pilot based out of RDU and enjoys flying throughout North Carolina, especially along the Outer Banks.