Michael joined BBR Partners in 2003 and is a Director of Portfolio & Wealth Advisory, working with clients to develop and implement an overall financial strategy, managing their investments, and executing their wealth management plans. Michael has extensive experience implementing a vast array of investment and planning techniques for families and individuals with complicated financial structures. Prior to joining BBR, Michael was a Senior Associate at CMS Companies, an alternative investment and wealth transfer advisory firm for high-net-worth families. Prior to CMS, he was a Trust Officer at CoreStates Trust & Investment Group. Michael received an MBA with a concentration in Finance and a