Presented By: National Christian Charitable Foundation / Waldron Private Wealth
Panelists and description to be announced soon.
Partner & Head of Wealth Advisory
Waldron Private Wealth
Michael heads Waldron’s Wealth Advisory Team, focusing on the personnel and client offering that has helped Waldron earn national recognition and accolades, including ranking #42 on Forbes list of “Top Wealth Advisors” in 2018 and the PAM Award for “Best Private Wealth Manager–Client Service–Under $5 billion” in 2016. He has been a driving force for the firm’s growth while maintaining focus on his goal of 100% client retention.
Michael has spoken at wealth management conferences and on university campuses, and is a frequent contributor to industry publications, including The Wall Street Journal, Worth Magazine, The Journal of Financial Planning® and Wealth Manager Magazine. With a background in public accounting at Ernst and Young, Michael is a licensed Continuing Education Provider for Certified Public Accountants.