Michele is the lead Portfolio Manager & Sr. Wealth Advisor at ImpactAdvisor LLC. She has 25+ years of experience in the financial services industry and has extensive knowledge in macroeconomic trends and portfolio management. Michele’s career experience includes Tiger Management, Montgomery Securities, and Seneca Capital Management.
She specializes in customized, tax-efficient wealth management for high-net-worth individuals.
Michele received her bachelor’s degree in economics from Stanford University, where she also played on the women’s golf team. In her free time, Michele enjoys spending time with her husband and three children, playing tennis, and watching her son’s baseball games.
Michele possesses a California Real Estate Sales License and is an Agent with Berkshire Hathaway HomeServices Drysdale Properties, #02042079