Michael P. WolsonVice President of Portfolio & Wealth Advisory
Michael 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. Mike is also one of the Firm’s Advisory Team Leads and is responsible for helping manage Advisory Associates.
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 for a few Single-Family Offices, Endowments and Foundations.
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 Former member of the UJA’s Impact Investing for Israel Committee, and an Ambassador for the UJA’s Young Wall Street Group.
Outside of the office, Mike and his wife enjoy traveling, time in the Berkshires, and exploring new restaurants in New York City.