Mike is a Director in the Family Office Services group, located in our New York office, who has been serving clients since 2022, working closely with high-net-worth individuals and families, as well as their businesses and private foundations. He participates in the ongoing administration of the department.
Prior to joining CBIZ Marks Paneth, Mike spent the last 17 years, working in the family wealth space, most recently running the accounting for a single-family office and prior to that managing the family office segment for a public accounting firm, serving high-net-worth individuals and their families at every level. He has additional expertise in private foundations, cash flow management, budgeting and projections, assisting tax and estate planning, as well as concierge services such as human resources and household payroll. Mike spent the earliest part of his career on the accounting teams in various financial services entities including hedge funds and regulated futures.