2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Senior Associate,
Relationship Manager
Michael joined CAPTRUST in 2023 from QA Wealth Management. He serves as a senior associate and relationship manager, primarily serving Big Four tax, audit, and consulting clients with financial planning. Prior to joining the firm, Michael was a treasury analyst for Portico Benefit Services focusing on investment performance reporting.
Michael holds a Bachelor of Science degree in finance from North Dakota State University in Fargo. When he’s not at the office, he enjoys spending time with his wife Katelyn and daughter Scarlett, going hiking and camping on Lake Superior, and hunting with family and friends in the fall for North American big game.