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.