Michael W. Hartley
Client Portfolio Reporting
Michael oversees the firm’s client investment portfolio reporting. He also assists with investment operations and special investment research projects. His specific areas of expertise include family wealth management, virtual family interface administration, and wealth management technology design and implementation.
Michael has an MBA and a BBA from the University of Miami, School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional, earned certificates in Family Wealth Advising and Family Business Advising from the Family Firm Institute, and is a Series 65 Registered Investment Advisor Representative. Michael is also a member of the Financial Planning Association.
Michael and his wife Danielle live in Sarasota, Florida, with their children Addison and Everett. His hobbies include fishing, scuba diving and sports.