FINANCIAL SERVICES

  • Asset management

    • Institutional defined benefit

    • Institutional defined contribution

    • Third party distribution/sub-advisory

    • Endowments, foundations and charitable trusts

  • Brokerage

  • Investment banking

  • Commercial banking

  • Treasury

  • Wealth management (HNW/UHNW)

  • Hedge funds

  • Private equity

  • Insurance

  • Real estate

PROFESSIONAL SERVICES

  • Accounting

  • Engineering

  • Management consulting

  • Tax consulting

  • Systems consulting

  • Litigation support

NON-PROFIT ORGANIZATIONS

  • Development/major-planned gifts

“I have worked with Michael on several projects for both our investment professionals and leaders. He gets the business, connects easily with any audience, and is one of the most skilled facilitators I have had the chance to work with in my 20+ years in the business.”
— Susan Peters – VP Professional Development U.S. Bank Wealth Management