Family Business & Succession Planning

Mike is the Head of the Flagler Group at Morgan Stanley Wealth Management. He and his team are exclusively focused on the needs of multi-generational families and private business owners. Mike joined Morgan Stanley (and its predecessor firms) in 2003 from J.P. Morgan Private Bank in New York. Prior to that, he was a Certified Public Accountant with Coopers & Lybrand from 1993 to 1996.

Mike graduated from the Wharton School at The University of Pennsylvania in 1993 and received his MBA from Michigan Business School (now Stephen M. Ross School of Business) in 1998.

Chris Parisi is a Partner and Head of M&A at CMA, where he advises middle-market business owners on mergers and acquisitions, recapitalizations, and other strategic transactions. His primary industry focus is Industrial Technology, Consumer, and Business Services, working primarily with founder- and family-owned companies.

Chris has more than 25 years of experience advising, investing in, and working with middle-market businesses. Prior to CMA, he held senior roles at FPG Advisory, Jefferies & Company, KeyBanc Capital Markets, The Blackstone Group, and Ernst & Young.

Chris earned a BS in Accounting from the University of Scranton and an MBA from Northwestern University’s Kellogg School of Management. He is a Certified Public Accountant and FINRA Registered Representative.