Michelle Rudd
Partner and Family Wealth Advisor at Summit Trail Advisors
- Role
- Partner and Family Wealth Advisor at Summit Trail Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Michelle Rudd
Michelle joins Summit Trail Advisors as a partner to advise successful executives, entrepreneurs, and business owners in all aspects of wealth management. With a passion for helping multi-generational families solve complex family governance issues, over the course of a 30-year career she has developed the skills and experience enabling her to fulfill her clients’ needs and goals. Michelle opened the Seattle office for Summit Trail Advisors in July of 2019.Michelle is the 2018 Board Chair for Seafair and has served in various leadership roles with Villa Academy, Sigma Kappa Advisory Board and as a Girl Scout Troop Leader. Michelle enjoys cheering for Seattle sports teams and traveling with her husband, son and daughter.
Experience
Partner and Family Wealth Advisor
Jul 2019 — Present · Seattle, WA, US
Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Today, we are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms.
Education
University of Washington
Bachelor of Arts - BA, Speech Communication and Rhetoric
1988 — 1992
UW Foster School of Business
Women Board Directors Development Program
2017 — 2017
The University of Chicago Booth School of Business
Certified Private Wealth Advisor
2019 — 2019
Skills
- Asset Management
- Banking
- Crm
- Risk Management
- Small Business
- Credit
- Portfolio Management
- Loans
- Management
- Wealth Management
- Leadership
- Public Speaking
- Customer Relationship Management (Crm)
- Strategic Financial Planning
- Finance
- Financial Analysis
- Financial Planning
- Mortgage Lending
- Commercial Lending
- Investments
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