Michael brings extensive knowledge and a deep understanding of the investment industry, with more than 60 years of experience. He started his career in the mailroom of Dean Witter. From there, he went on to work as an over-the-counter trader in NY with Dempsey Tegler and then as a trader for Thomas J Winston. He then joined Quincy Cass Associates, where he worked as a money manager for 35 years. He was then recruited by the San Francisco based Van Kasper & Co., a money management firm, where he opened their Newport Beach office in 1999 – eventually acquired by Wells Fargo Investments in 2001. He then joined AXA Advisors, now Equitable Advisors, in 2002 and then joined Wealth Management Strategies, where he has focused on wealth management and estate planning strategies.
Michael attended the University of Southern California, where he studied psychology. He currently lives in West Los Angeles with his wife, Sue Ross Chayes.
Psychology- University of Southern California
Licenses & Certifications
FINRA Series 7, 63, 65
CA Insurance Lic. #0D76951