Principal, Wealth Manager
Michelle joined the team at Northwest Investment Counselors in 2013 where she is a principal and wealth manager. She brings over 30 years of experience in the wealth management and financial services industry to the firm. Prior to joining the firm, Michelle was a senior vice president, private client advisor with U.S. Trust, Bank of America Private Wealth Management where she was responsible for leading a team of professionals that were working with families in the areas of trusts, investments and banking needs.
Michelle’s career has encompassed various management, sales and marketing positions within the financial services industry. She managed the Wealth Management department for Washington Trust Bank in Portland, OR for over six years. She managed the sales and marketing responsibilities at Northwest Investment Counselors, Bank of the Northwest and Northern Bank of Commerce. She began her financial career with U.S. Bank and spent over 10 years managing branches and working various sales and marketing positions.
Michelle currently holds her Series 7 and 66, Investment Securities Licenses. She graduated from Cannon Financial Institute, Personal Trust School at Boston University and has a Bachelor of Arts in Rhetoric and Communication from the University of Oregon. Active in the community, she is on the Sisters of St. Mary of Oregon Ministries Board and Chair of the Investment Committee. She is also on the Board of Trustees for Legacy Meridian Park Medical Foundation where she serves as a member of the executive committee. Michelle has spent years volunteering on boards and committees in the community, including the Oregon State Bar – Board of Governors, Oregon Community Foundation, SAGE (Senior Advocates for Generational Equity), CYO / Camp Howard and the Oregon Children’s Theatre.