Biography
Michael is a highly accomplished financial executive with more than 15 years of experience managing a single-family office. His expertise encompasses strategic asset management across diverse asset classes, rigorous risk management, astute capital allocation and comprehensive asset allocation strategies to balance risk and rewards. Michael’s deep understanding of traditional finance markets and macro markets has played a key role in helping develop the product strategy and solutions delivered through WealthTac.
Michael’s investment philosophy centers on a diversified global macro strategy with a top-down focus on key economic indicators, including global data, liquidity conditions, interest rates, credit spreads, and company fundamentals. He maintains a strong emphasis on public markets and ETFs to maximize liquidity and minimize risk.
Through WealthTac, he now extends family-office disciplines to a carefully selected group of high-net-worth families. This encompasses delivering highly customized wealth and portfolio management services tailored to each client’s unique objectives, guidance on succession planning to ensure seamless multi-generational wealth transfer and legacy continuity, and tax optimization strategies. By extending these services, he creates valuable shared insights among like-minded families and fosters collaborative learning opportunities. At the same time, he upholds the highest standards of alignment and integrity by managing client capital with the same meticulous care, discipline, and commitment as his own family assets.
Michael graduated with an EMBA from the University of Chicago, Financial Engineering program from Stanford University, and a BBA in Finance from University of San Diego.