About Michael
Serving the Lexington area, Michael provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Michael works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Michael started his career with Fifth Third Bank in Cincinnati in commercial finance before transitioning to become part of the wealth and asset management team. In 2015 he moved to Kentucky and joined the PNC Private bank team as an Investment Advisor for 7 years. In June of 2022 he had the opportunity to rejoin Fifth Third Private Bank as a Senior Investment Advisor. As a portfolio manager, Michael is responsible for implementing investment strategies for Fifth Third Private Bank clients.
Education
Lees-McRae College, Banner Elk, North Carolina- B.S. Business Administration
University of Tennessee, Knoxville, Tennessee- MBA Finance and Marketing Concentrations
University of Tennessee, Knoxville, Tennessee- MBA Finance and Marketing Concentrations
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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