Michael is a managing director in the San Francisco office. He is responsible for managing complex client relationships, including asset management, legacy and wealth planning, family dynamics, banking, and fiduciary services. Prior to Abbot Downing, Michael was an associate director with Wells Fargo Family Wealth. He joined Wells Fargo Family Wealth in 2011.
Prior to his role with Wells Fargo Family Wealth, he served as a senior financial planner in Wells Fargo’s Wealth Planning Center. Michael focused on comprehensive wealth management solutions for ultra-affluent clients with an emphasis on sophisticated wealth transfer planning techniques, income tax planning, charitable giving, family governance planning, and securities issues. Prior to joining Wells Fargo, Michael worked as an attorney focusing on corporate and securities law issues.
Michael has published white papers on family governance and charitable planning, which have been published by Family Office Exchange (FOX), the Family Firm Institute (FFI), and Wells Fargo.
Prior to his career in wealth management, Michael was a marketing consultant for New Canoe, an online marketing and brand management agency. In this role, he advised clients on online marketing strategies as well as managed email marketing and promotional campaigns. When the agency was purchased by a Danish venture capital firm, he was promoted to managing director and tasked with opening and running the Copenhagen, Denmark office. Prior to New Canoe, he was an online promotions manager for Microsoft’s Sidewalk, one of the first online entertainment guides.
Michael is a SAFE-registered mortgage loan originator (NMLSR ID 717162).
Michael received a bachelor’s degree in history from Colgate University, a juris doctor degree from the New England School of Law, and a master’s degree in corporate and business law from the University of San Diego School of Law. He is a member of the California Bar Association.
Michael, his wife, and two daughters live in Mill Valley, California.