Michael joins Freestone with over 20 years of experience in the wealth management industry. His career began at Charles Schwab, holding various positions over ten years. Most of his career has centered around developing and implementing investment plans for high net worth individuals, families and non-profit organizations.
Prior to joining Freestone, Michael spent over 13 years at Scharf Investments as a Senior Vice President of Client Relations.
Michael earned a BS in Business Administration from California State University, Chico.
Michael enjoys outdoor activities and athletics. He volunteers his time with the Rotary Club of Santa Cruz. He and his wife, Kalena, recently became empty nesters with two boys in college.
101 California Street
San Francisco, CA 94111
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