Most recently, Michelle was a Senior Financial Advisor and COO for an Independent Advisor Team with Cadaret Grant. The team managed over $350 million in assets. Prior to joining Cadaret Grant, Michelle was the Head of Distribution for Spencer Capital Advisors responsible for sales of the hedge fund and separate account management. Subsequently, Michelle was with Merrill Lynch for 23 years in various leadership roles to include: Western Division Sales Manager in San Francisco, CA, Eastern Division Sales Manager for the Private Banking and Investment Group in New York, New York, Senior Financial Advisor in Bridgewater, NJ, and Head of Marketing and Product Development, Retirement Services in Princeton, NJ.
Michelle lives in Basking Ridge, New Jersey with her daughter, Maison who is 13 and her twin boys, Tyler and Chace who are 10.
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