Michael Davidoff
Senior Investment Leader | CFA, CFP® | Fiduciary Wealth Management | Investment Strategy | Tax-Centric Financial Planning | Multi-Asset Solutions
- Role
- Financial Planner at Larson Financial
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Michael Davidoff
I\'m an experienced investment professional with a background spanning institutional asset…
Experience
Financial Planner
Jul 2024 — Present · Ann Arbor, MI, US
My primary responsibility at Larson (a $7B Midwest RIA) is to work directly with high-net-worth-individuals and families as their investment manager and financial planner. During year 1, the most notable leaps in my skill set have been in the following areas: 1) Applied experience using private equity, private credit, options overlays, direct indexing and structured notes as financial planning tools and asset allocation solutions. 2)\"Strength training\" in CFP-type of complex financial planning scenarios across tax, investments, income, charitable and estate across the spectrum of high-net-worth wealth management client groups (business owners, pre-retirees and retirees, family office, etc.). 3) Significant gains in \'post-Covid technology tool belt\' including stronger proficiency in- Microsoft Teams suite - Sharepoint, Excel, Powerpoint - Chat GPT - Salesforce - Monday - Money Guide Pro - Schwab Advisor Services
Education
The University of Chicago Booth School of Business
MBA, Accounting, Finance
2001 — 2003
University of Michigan
Bachelor of Arts - BA, International Relations
1993 — 1996
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