- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Michael has more than 20 years of experience administering complex wealth transfer strategies for individuals and families, privately held businesses, family offices, and foundations. These sophisticated plans frequently utilize multiple entities, Private Trust Companies, multiple investment manager program solutions, and complex investment reporting across a multiple entity structure – all while considering overarching wealth transfer plans at multiple generational levels. Michael has expertise in financial planning, wealth transfer, banking, investments, tax management, philanthropy, family communication and family education.
Experience
Prior to joining Northern Trust in 2010, Michael worked at JPMorgan for 10 years, where he served as a Managing Director in its Wealth Management business. Prior to that, he worked in a boutique litigation practice as an associate attorney for two years.
Joined Northern Trust
2010
Education
Bachelor of Arts in Economics and History from the University of Illinois. Juris Doctor from Chicago-Kent College of Law - Illinois Institute of Technology.
Chicago
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50 S LaSalle Street
Chicago, Illinois 60603