Michael W. Hartley

Michael W. Hartley MBA, CFP®

President and Chief Operating Officer

Michael W. Hartley is a CERTIFIED FINANCIAL PLANNER®, holds the Family Wealth Advising and Family Business Advising Certificates from The Family Firm Institute (FFI), and was recently listed as a Top 40 Under 40 Advisor by WealthManagement.com, the digital resource of Trusts and Estates magazine. He is also a Registered Investment Advisor Representative.

He earned both his Master’s Degree in Business Administration with a concentration in Finance and his Bachelor’s Degree in Business Administration with a concentration in Management from the University of Miami (Miami, Fla.). He also completed the University of Chicago’s Graduate School of Business course for Strategic Portfolio Design.

Mike currently serves as a Trustee for a private Family Foundation, and served on the local board of Big Brothers Big Sisters of the Sun Coast. He enjoys boating, fishing and scuba diving, and as a Miami Hurricanes football alumni he also enjoys attending games in Miami and relaxing with his family in the Florida Keys. He has also volunteered for Mote Marine to support their coral reef restoration project. He encourages you to read the below about this vital project, as our coral reefs are beginning to disappear across the globe. https://mote.org/research/program/coral-reef-restoration