WE LEVERAGE THE EXPERTISE, INTELLECTUAL CAPITAL, OPERATIONS, AND TECHNOLOGY OF THE RIGHT PARTNERS TO BEST SERVE YOUR NEEDS.
Asset Allocation, Complex Investment Solutions, Tactical Tilt Opportunities, and Research
GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Custodial Services, Insurance Coverage, Operational Support, Research, and Trade Execution
CHARLES SCHWAB
Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Schwab wants clients to have the highest level of confidence when doing business with them, so they offer this guarantee: The Schwab Security Guarantee – Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.
Academic-based Investment Solutions, Operational Support, Research, and Thought Leadership
DIMENSIONAL FUND ADVISORS
Dimensional Fund Advisors is a leading global investment firm with $582 billion in assets under management that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, dedicated commitment to clients, and a strong connection with the academic community underpin the firm’s approach.
Fixed Income Investment Solutions, Research, and Thought Leadership
GUGGENHEIM PARTNERS
Guggenheim Partners is a global investment and advisory firm with more than $265 billion in assets under management and a track record of delivering results through innovative solutions. Their commitment is to advance the strategic interests of theirclients and to deliver long-term results with excellence and integrity. Guggenheim Partners helps governments, institutions, and individuals address complex financial challenges, identify opportunity, and achieve their long-term objectives.
Account Access, Consolidated Reporting, Data Security, Operations, and Performance Reporting
BLACK DIAMOND
Powered by the Black Diamond® Wealth Platform, Wanderlust Wealth leverages a holistic, cloud-based portfolio management, reporting, and rebalancing system. Highly configurable content allows us to provide our clients with easy-to-use reports and portfolio information where and when they need it most.
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Before founding Wanderlust Wealth in 2015, Michael helped run one of the most successful wealth management teams in Goldman Sachs globally. He advised on assets greater than $10 Billion for clientele comprised of Fortune 500 executives, high-ranking government officials, professional athletes, entrepreneurs, partners of prestigious finance and legal firms, multi-generational families, and non-profit foundations. During his tenure at Goldman Sachs, he established meaningful and lasting relationships across the industry. Most recently, Michael led a Family Office that provided comprehensive financial oversight to wealthy families and built diversified investment portfolios with an emphasis on direct private equity investments in early-stage startup companies.
He holds the Certified Personal Finance Counselor designation, which is an intensive program that educates advisors on counseling skills and personal financial management. Michael earned a Bachelors of Science from Indiana University and is a founding emeritus member of the Indiana University Distinguished Alumni Council. Michael's dedication to his clients and the industry is evident in his ongoing effort to educate himself and others. Michael earned his Masters of Science in Education, summa cum laude, from Baruch College, where he currently sits on the Dean's Advisory Council. He guest lectures on financial literacy and entrepreneurship at the City University of New York (CUNY) and is a strategic advisor to CUNY’s Center for Student Entrepreneurship.
Michael is an Eagle Scout award recipient and is actively involved in the community teaching resume building, public speaking, and interview skills with multiple non-profit organizations and serving on the board of the Fontaine Owners Corporation. He enjoys competing in triathlons, experiencing culture through travel, and expanding his culinary palate. Michael currently resides in Manhattan with his wife, Jaclinn, their son, Oliver and English bulldog, Britta.