Michael brings fifteen years of experience advising families and single-family offices on long-term financial strategy, investment management, and integrated wealth planning across both traditional and alternative asset classes. His approach is grounded in aligning portfolio construction with tax, estate, and multi- generational planning as part of a cohesive wealth management framework.

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Michael began his career in Private Wealth Management at Morgan Stanley, where he spent five years focused on investment analysis, portfolio construction, client reporting, and trading for single-family offices, endowments, and foundations.

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He subsequently joined BBR Partners, where he spent a decade working closely with families on complex investment portfolios and long-term planning. Over the course of his tenure, he assumed broader responsibilities across relationship management, business development, process improvement, and brand-building initiatives, ultimately serving as a Director of Portfolio & Wealth Advisory. He also served as an Advisory Team Lead, the founding leader of the firm’s Jewish Affinity Group, and a member of the Charitable Committee.

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Michael graduated cum laude from the Freeman School of Business at Tulane University with a concentration in Finance.

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Michael is active in the community and committed to a range of philanthropic initiatives. He currently serves as Chair of the Next-Generation Advisory Board of the Anti-Defamation League (ADL) and as a member of its NY/NJ Regional Board, where he was recognized with the 2025 Young Leadership Award. He also serves on the Board of Directors of Tulane University Hillel and is the incoming Chair of the Finance Committee at Temple Israel in Westport.

Mike Wolson