About
Michelle
In her office, Michelle is responsible for overseeing the maintenance of client accounts alongside the operational support team. She also oversees the delivery of important client communications. Michelle joined Focus Partners Wealth in 2026, having worked at Kovitz since 2020. She has spent 30 years in the investment industry, having previously worked at Bel Air Investments, UBS, and Morgan Stanley.
When not in the office, Michelle enjoys exploring what California has to offer.
In her office, Michelle is responsible for overseeing the maintenance of client accounts alongside the operational support team. She also oversees the delivery of important client communications. Michelle joined Focus Partners Wealth in 2026, having worked at Kovitz since 2020. She has spent 30 years in the investment industry, having previously worked at Bel Air Investments, UBS, and Morgan Stanley.
When not in the office, Michelle enjoys exploring what California has to offer.