Bellevue, WA
The Robertson Stephens’ Bellevue office brings 30 years of investment and capital markets experience to help clients anticipate and resolve risks across their entire balance sheet. Michael’s unique background enables him to engage with his clients at any financial pain point. By actively focusing on near-term challenges, he helps clients identify “financial blind spots” and more effectively manage risk to help achieve long-term goals. Having started his career in a dynamic family office environment, Michael understands the challenges that emerge for business owners tasked with overseeing operational businesses and personal investment mandates. Being able to deploy this broad and deep toolset for clients allows Michael to act as a “personal CFO” to provide perspective and alternatives to complex problems. Michael works with high-net-worth individuals/families, senior executives, and business owners to construct thoughtful investment portfolios designed to preserve, then grow capital.
Areas of Expertise
- Concentrated Position Risk Management
- Corporate Executives
- Family Office
- Pre- and Post- Liquidity Events
- Sudden Wealth & Inheritance
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