Twice elected to the Ann Arbor City Council, he has been a dedicated public servant who contributed extensively to the City of Ann Arbor’s economic development initiatives.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Bringing over three decades of experience in the financial services sector, he remains focused on cultivating a client-first, planning-centered advisory model. A frequent voice in the financial planning community, Michael is known for his thoughtful perspectives on fiduciary responsibility, advanced wealth planning, and advisor ethics.
Professional Designations: Chartered Financial Analyst charterholder
Education: Bachelor of General Studies, University of Michigan
Previous Work Highlights: Began his career at Kidder, Peabody & Co. before establishing Exchange Capital Management. Prior to its partnership with Lido in 2025, Michael served as CEO and Chief Compliance Officer. In addition to financial services, he has held public office and was a Mayoral appointee to Ann Arbor’s Local Development Finance Authority (LDFA)
Personal Facts: Michael enjoys outdoor adventure, from backpacking major trails across North and South America to playing amateur hockey and fly fishing whenever he gets the chance. He and his wife, Janet, live along the Huron River in Ann Arbor, where they raised four adult children and now share their home with two beloved black Labradors.
