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 is also active in the Santa Cruz community, sitting on the Board of Directors of Hospice of Santa Cruz County and volunteering his time with the Rotary Club of Santa Cruz. Michael is a Director Emeritus of the Dominican Hospital Foundation (Dignity Health), and past board member of Cabrillo College Foundation and The Santa Cruz Museum of Art and History. 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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