Michael Rosloniec

About Michael Rosloniec

Michael Rosloniec is an Institutional Consulting Director and Family Wealth Director with Graystone Consulting, where he focuses on working with both high net worth families as well as foundations and endowments. To deliver innovative solutions to these clients, Michael focuses on establishing and implementing investment objectives, developing strategic/tactical asset allocation strategies, reviewing spending needs, structuring appropriate tax management strategies, and creation of estate planning strategies. Michael was recognized as one of Barron\'s Top 1,200 Financial Advisors and one of the Financial Times 400 Top Financial Advisors in 2018, 2019, and 2020. Michael has been with the firm for over 16 years and in the investment industry for over 20 years. Prior to joining Graystone, he was a commercial lender in Grand Rapids, MI focusing on middle market clients in a variety of different industries. 2018,2019,2020 Barron\'s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron\'s Top Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2018,2019,2020). Data compiled by Barron\'s based on 12-month period concluding in Sept of the year prior to the issuance of the award. 2018,2019,2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data 6/30/16 - 6/30/19 Awarded 2019; data 6/30/15 - 6/30/18 Awarded 2018; data 6/30/15 - 6/30/17 Awards Disclosures:

Experience

1. Institutional Consulting Director Family Wealth Director

   Graystone Consulting

   Feb 2002 — Present · Grand Rapids, MI, US

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Education

• University of Michigan

  BA in Economics