Michael Reed is a distinguished investment banking professional with five advanced certifications in M&A and post-transaction integrations. His expertise is complemented by a 30+ year history of building successful businesses through organic and non-organic growth strategies, particularly in the financial services sector.

Throughout his career, Michael has demonstrated a strong ability to create and scale businesses. As a founder and leader of a prominent wealth management firm, he transformed the company from $150 million of AUM to $2.5 billion within five years. He established three subsidiaries, including two registered investment firms and a tax services entity, and drove a 12-fold increase in enterprise value through strategic oversight of 16 transactions.

Michael’s approach to leadership is characterized by a passion for fostering teamwork and inspiring colleagues to work together effectively. He excels at creating efficient and effective operational structures to support business growth, as evidenced by his successful onboarding of 65 employees across 14 nationwide offices during his tenure at his former firm.

Michael’s educational background is equally impressive. He holds Master and Doctoral degrees, an executive certificate from Yale School of Management, and five advanced certifications as an M&A Advisor. His unique combination of investment banking expertise, entrepreneurial success, and strategic leadership positions him as a valuable asset in the financial services industry. His proven track record in driving growth and fostering collaborative business environments makes him an influential figure in the world of finance and beyond.