Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan based on their unique vision, values and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities.Read More
Deltec Bank & Trust is a private, global nancial hub for forwardthinking investors, nanciers, innovators and entrepreneurs with over 70 years history of excellence in wealth generation across generations.Read More
WinnCompanies is an award-winning national owner, developer and manager of high-impact affordable, middle income and market rate housing communities.Read More
YRD Capital an alternative fund generating stable uncorrelated returns with monthly liquidity since 2017.
The fund is best positioned to capture Absolute Returns resulting from the volatility and inefficiencies of the new asset class of crypto assets by investing in several carefully selected quantitative strategies, which thrive in such an environment.