Prior to co-founding Auric Capital Partners in 2022, Michael led a team of skilled professionals advising UHNW families as a Senior Vice President at Merrill Private Wealth Management. He also designed and managed customized investment strategies for UHNW investors as a Citi Family Office Advisor. Michael began his career in the investment management industry in 1998.
Michael graduated from Duke University with a degree in Economics in 1997. He earned his Chartered Financial Analyst (CFA®) charter in 2003 and has also obtained the Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor (CEPA) designations.
Michael serves on the board of directors for Team G.E.A.R., a Detroit-based non-profit, which aids underprivileged athletic departments by providing equipment and apparel to help all students participate in sports.
Michael lives in Morrison, Colorado, with his wife and two children, where he enjoys hiking, skiing, running marathons, and flying airplanes.