Michael has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan, including impact investing. Prior to the transaction that created AlTi, he worked at Tiedemann Advisors for 20 years. Before joining AlTi, he worked at Advent Software, Inc., a global provider of portfolio management, accounting and performance reporting solutions and prior to that, in the private client group of Alex. Brown, the first investment bank in the United States. Michael holds a Bachelor of Science degree