Michael Schreiber is a wealth management financial advisor based in Wellesley Hills, MA.
Michael joined CAPTRUST in 2023 from Aevitas Wealth Management, where he was the president and founder. He serves as a principal and has been in the industry since 1987, serving as an experienced investment advisor developing custom financial plans and asset allocation strategies. Michael has always believed that the key to successful relationships is listening and designing customized plans for each individual and family. He has been recognized in the industry and named one of Boston’s FIVE STAR Wealth Managers for the last ten years.
Michael holds a Bachelor of Science degree in communications and marketing from Boston University. He continues to build on his knowledge base by regularly taking courses in financial planning, investments, asset allocation, and planning for people in transition.
Michael is passionate about helping others, which extends beyond our clients to numerous philanthropic endeavors to help those in need, especially children. Outside work, Michael enjoys spending time with his children and entertaining and pursuing his passion for food and cooking.
Education
- Bachelor of Science degree in communications and marketing from Boston University