Michael is Co-Founder and Managing Partner of enTrust Wealth Advisors. Michael has been in financial services for 20 years, specializing in wealth, risk and financial planning strategies for high net worth individuals as well as institutional clients. He is focused on managing wealth to help clients achieve financial confidence and shape enriching lives and legacies.
Prior to founding enTrust Wealth Advisors, Michael spent a combined 16 years at UBS Financial Services and Morgan Stanley – focused on helping clients raise venture capital, sell companies, complete large securitized real estate transactions and assist and implement all manner of gifting, asset protection, estate planning and philanthropic strategies.
Before that Michael was a principal at Lighthouse Investment Management and ran a portfolio company with over 100 employees. Michael started his career as an accountant and has significant experience in real estate – selling and leasing commercial property.
Michael is a FINRA-registered representative of Arete Wealth, and a wealth advisor of enTrust Wealth Advisors, an SEC-registered investment advisory firm. He has passed examinations for and holds Series 7, 31, and 66 securities licenses, as well as insurance licenses.
Michael graduated from Villanova University with a BS in Accounting. He lives in Del Mar with his wife and two children. He enjoys tennis and golf and has served on the Board of Fairbanks Ranch Country Club in Rancho Santa Fe.