search chicago new-york san-francisco sun bank family insights pie-graph presentation loupe money-hand graph arrow-down angle-left

Michael P. Wolson

Vice President of Portfolio & Wealth Advisory

Mike joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Mike was an Associate at Morgan Stanley Private Wealth Management where he was responsible for investment analysis/portfolio construction, client reporting, and trading. Mike graduated cum laude from the Freeman School of Business at Tulane University with a concentration in Finance. He is a mentor for Venture for America, a member of the UJA’s Impact Investing for Israel Committee, and the UJA’s Emerging Leader’s and Philanthropists Group.

Outside of the office, Mike enjoys traveling, running, Yankees baseball, and exploring new restaurants in New York City.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more