Michael has 30 years of experience in the financial services industry. Before joining Sanctuary, he held the position of High Net Worth – Private Wealth Leader at Wells Fargo Advisors and The Private Bank in Los Angeles and Orange County California. Prior to his tenure at Wells Fargo, Michael was the Market Head for UBS in Beverly Hills where he was responsible for eight offices within Los Angeles. In addition to leading the business, he also worked closely with the Financial Advisors to help affluent families plan, preserve, and impact their world through philanthropy or other wealth planning decisions.
Preceding his role as Market Head, Michael served in the dual role of leading offices for UBS in Orange County, as well as delivering comprehensive Wealth Management to the clients he and his team served. Before joining UBS, Michael was a Club Level Advisor for 8 years with Merrill Lynch in Newport Beach. Throughout the years, Michael has been the recipient of numerous internal and external Leadership awards.
Personal and away from the office, Michael is originally from Worcester, MA and received his bachelor’s degree from Bryant University. He is actively involved with Coastal German Shepard Rescue and The Warrior Dog Foundation. He is a past President of Temple Beth El in Orange County and previously served as team organizer for the MUD Run at Camp Pendleton Marine Base. In his free time, he is an avid motorcycle enthusiast and finds joy hiking the trails of California.