Mike is a seasoned RBC Wealth Management Managing Director where he provides professional guidance to a discerning clientele of high-net-worth individuals and families.
With a focus on investment management, retirement planning, estate planning services, insurance and tax considerations, charitable giving, and legacy planning, Mike goes beyond numbers to help clients preserve and enhance their wealth across generations. His strong credit experience allows him to advise clients on appropriate credit and deposit solutions, managing some of the largest and most complex customized credit portfolios in the country.
Mike and his team manage wealth for individuals and families with complex wealth planning, business and lending needs. He and his team work to understand clients’ tax requirements and preferences to structure custom solutions. They help business owners, real estate investors and other professionals with advice and insight for assets, liability, liquidity and cash flow management. Mike’s team builds custom investment portfolios—often including business succession and multi-generational wealth.
Mike and his team use extensive research, individual equities and fixed-income strategies. By understanding the personalized financial needs and aspirations of his clients, he aims to preserve his client’s wealth.
Mike holds a Bachelor of Science degree from the Marshall School of Business at the University of Southern California–Marshall and has studied at the Università Commerciale Luigi–Bocconi, Italy. He is a former member of the American Heart Association, Western Region and serves as a cabinet member of the Jewish Federation of Los Angeles Real Estate and Construction Division, as well as a member of the International Council of Shopping Centers.
