- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Mike works with high-net-worth individuals and families, corporate executives and businesses owners. He assists clients in navigating complexity by identifying creative solutions for estate planning, implementing tax efficient investment management and wealth transfer strategies, including private and business banking.
Experience
For over 20 years, Mike has delivered Trust, Wealth Management and Banking solutions to business owners, high net worth individuals and their families. Mike specializes in fiduciary administration, gift and estate tax strategies, and wealth planning. Prior to joining Northern Trust, Mike was with First Republic Trust Company for 17 years serving most recently as Vice President and Senior Trust Officer.
Community Involvement
Mike was the past President of the Beverly Hills Estate Planning Council and has donated over 8 gallons of blood with the American Red Cross.
Joined Northern Trust
2023
Education
Bachelor of Science degree in Business Administration with an emphasis in Finance, San Diego State University. Certificate of Financial Planning, Boston University.
Credentials
Certified Financial Planner (CFP®). Certified Trust and Financial Advisor (CTFA). Holds FINRA Series 7 and 63 licenses.
Los Angeles
By Appointment Only | Cash Services Available | ATM Available*
2049 Century Park East
Suite 3600
Los Angeles, California 90067