
Michael Flatley
Areas of Expertise
Qualifications & Experience
- BS in Finance, Fordham University
- MBA in Finance with Designation in Entrepreneurship and Venture Initiation, Fordham University
- Previous Wealth Manager of $3b at Deutsche Bank, largest portfolio in the firm’s U.S. wealth management division
- Anthem Award for Humanitarian Action & Service for Books That Heal (non-profit), President & Founder
Media
Words to Live By
Client Experience Professionals
Team Members
About
With nearly two decades of experience in finance and wealth management, Michael is dedicated to helping clients grow, manage, and protect their wealth through strategic, risk-adjusted investing. He ensures that his clients’ investments align with their long-term goals by combining deep market expertise with advanced technology, leveraging AI-driven stock selection and asset allocation to optimize portfolios.
Prior to joining Farther, Michael managed approximately $3 billion in client assets as a senior equity portfolio manager, the largest portfolio in the firm’s U.S. wealth management division. He specializes in U.S. large-cap equities, trust asset management, and portfolio construction tailored to each client’s unique risk and return objectives.
Michael is based in Mount Pleasant, SC, with his wife, their three-year-old daughter, and their dog. He is the Founder and President of Books That Heal, a nonprofit that helps children with cancer and other illnesses write, illustrate, and publish their own children’s books. In his free time, he enjoys running, traveling, and playing the mandolin.