Meet Michael Green, Jr., a wealth manager at Pinnacle Advisory Group.
Author: Michael Green
Michael Green graduated from Catholic University with a degree in Politics. After graduation, Michael moved on to the University of Notre Dame for a degree in law. It’s an experience he draws from frequently as a financial planner. Since school, Michael has served as a bank trust officer, and for a long period as the Director of Planned Giving at his alma mater, Catholic University. His work put him in touch with the specific needs and concerns of the affluent, and gave him a particular expertise in charitable gift planning. Mike is a Certified Trust and Financial Advisor (CTFA), a Certified Financial Planner (CFP®), and a Certified College Planning Specialist (CCPS™). Mike works with the investment team at Pinnacle Advisory Group as a Wealth Manager.