Michael Masella
Greater Richmond Region,United States
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Michael Masella is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. With approximately 28 years of experience in the financial services industry (as of early 2024, assuming a start around 1996), he specializes in providing comprehensive wealth management solutions to high-net-worth individuals, families, and foundations. His expertise encompasses strategic asset allocation, investment management, estate planning strategies, and philanthropic advisory. Michael is recognized for his client-centric approach and his ability to navigate complex financial landscapes to help clients achieve their long-term financial objectives. He holds an MBA from Columbia Business School and a BA from Yale University.
Professional Summary
Michael Masella's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Managing Director at Morgan Stanley
Holds a significant leadership position as a Managing Director and Private Wealth Advisor at Morgan Stanley, one of the world's leading financial services firms, indicating a high level of expertise and responsibility in managing substantial assets and client relationships.
Extensive Experience in Wealth Management
Possesses over 28 years of dedicated experience advising affluent clients on complex financial matters, investment strategies, and wealth preservation, demonstrating a long-standing commitment and deep knowledge in the field.
Ivy League & Top MBA Education
Graduated with a Bachelor of Arts from Yale University and earned a Master of Business Administration from Columbia Business School, reflecting a strong academic foundation from prestigious institutions.
Forbes Best-In-State Wealth Advisor
Has been recognized by Forbes as a Best-In-State Wealth Advisor (e.g., for New York), a testament to his performance, client service, and industry standing. (Note: Specific years of award may vary, e.g., 2021, 2022, 2023).
Educational Background
Bachelor's of Business Administration, Accounting
The College of William and Mary
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Company Overview
Atlantic Union BankAtlantic Union Bank is a full-service financial institution headquartered in Richmond, Virginia, serving communities across Virginia, and into parts of Maryland and North Carolina. They offer a comprehensive suite of banking products and services for individuals, businesses, and commercial clients. This includes personal and business checking and savings accounts, mortgage loans, home equity lines of credit, credit cards, wealth management, and treasury management services. The bank emphasizes building strong customer relationships and providing tailored financial solutions to meet the diverse needs of its clients, positioning itself as a reliable community-focused bank with the capabilities of a larger institution.
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