Providing independent advisory services for families navigating financial complexity
Founder
Michael Alpert, CFA is the founder of Laurel Grove Advisory, LLC. The firm is an outsourced chief investment office (OCIO) helping single family offices and wealthy families as an independent voice to help navigate the complexities of wealth management.
Michael was formerly a Managing Director at ICONIQ Capital and has over twenty years of investment management experience advising institutional and private family clients. He also worked at Goldman Sachs where he focused on ultra high net worth families and institutions helping them on their financial needs.
Michael earned his MBA from the Wharton School at the University of Pennsylvania. He earned his BS in Commerce from the McIntire School of Commerce at the University of Virginia with Honors.
