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Citi Private Bank serves preeminent legal services firms around the globe. With typically demanding schedules, legal industry professionals value our specialized investment advice and comprehensive wealth management. We offer law firms institutional expertise, from retirement plan management to foreign exchange and treasury solutions.
Michael leads the Law Firm Group Investment Counselor team globally and is responsible for the delivery of investment advice and strategies to law firms and legal industry professionals.
Prior to this role, he was an Investment Counselor and Investments Team Leader for Northern California and Seattle at Citi Private Bank.
Prior to Citi, Michael worked at Bank of America Merrill Lynch in their Managed Solutions Group. In this role, he worked to develop and deliver investment advisory programs for ultra high net worth and Institutional client segments within Merrill Lynch. Previously, Michael was a Senior Portfolio Analyst with Callan Associates in San Francisco. In that role he provided investment consulting services to public and private pension funds as well as nonprofit organizations. Prior to that, he was an Account Executive in Bear Stearns’ Private Client Services Group.
Michael received a Bachelor of Science in International Business from San Francisco State University and earned the Endowments & Foundations Certificate from The Wharton School of Business. He is a Certified Investment Management Analyst.
For nearly 50 years, Citi Private Bank Law Firm Group has been a trusted partner to the legal industry, providing customized financial strategies and tailored advice to lawyers and their firms. The Law Firm Group serves more than 50,000 attorneys and 700 law firms across the US and UK.