Michele brings more than 30 years of experience to the RWA Team. For nearly 20 years she has worked with portfolio accounting for large mutual funds and institutional accounts. Shifting paths a little, she started working with smaller wealth management firms almost 15 years ago. Much of her experience has focused on investment data to include analysis and reporting of that data for wealth management providers. For a brief time she even leveraged her data skills to work with a music sharing app – a far cry from the world of finance! Throughout her career, she has been very involved with financial services software development projects ranging from large scale accounting systems to financial systems designed to meet the reporting needs of individual clients
Her husband and she relocated to sunny Florida from the Northeast in 2004 and spend their time enjoying the warm weather, their cocker spaniel Charlie, and cooking good food.
Today, she uses her in-depth knowledge of investment data analysis and portfolio accounting to help the RWA team and our clients. Beyond assisting clients with paperwork and account services, she works closely with Bob and the team to find better, more efficient, and more personal ways to help our clients with their financial goals.