With 24 years of experience in the financial services industry, Michael brings extensive expertise in operations, compliance, and administration to Meritas. He plays a central role in ensuring the firm runs seamlessly, leveraging his deep understanding of investment industry regulations and processes to deliver both precision and efficiency. His work supports Meritas’ mission to provide clients with exceptional service and well-managed financial experiences grounded in trust and reliability.
Before joining Meritas, Michael served as Operations Manager at Marin Capital Management, LLC, an independent Registered Investment Advisory firm focused on high-net-worth clients. There, he oversaw client servicing and operational strategy while contributing to asset allocation and portfolio design, portfolio rebalancing, investment screening and due diligence, and portfolio monitoring. Earlier in his career, Michael led a top-performing portfolio management team at Smith Barney/Citigroup, where his operational leadership helped fuel significant client growth and expansion. He also played an integral role in transforming a start-up into a multi-million-dollar firm operating across multiple states.
A graduate of Tulane University in New Orleans, Louisiana, Michael lives in Marin County with his wife, Rebecca, and their sons, Andrew and Spencer. Outside of work, he is deeply involved in his community, having served as President of both the San Rafael Little League and the Glenwood School Foundation.
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Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
