Meet your partner
Mike Letzter
Professional Background
- 8+ years in Wealth Management
- Previously worked at Bernstein, a private wealth firm that managed $3 billion+ in client assets across approximately 300 relationships.
- Earlier in my career, I was with Rockefeller Capital Management, supporting the management of over $2 billion in assets for Ultra-High-Net-Worth clients and Private Foundations.
- University of Wisconsin-Madison
Specialties:
Financial PlanningInvestment StrategyRetirement Planning
Outside the Office
- I'm always looking for new restaurants to try in NYC
- I'm a lifelong Wisconsin Badgers fan. I didn't miss a single home football or basketball game in my four years at school.
- I have a miniature dachshund named Dewey
