Michael Novak's Location
Cleveland Heights, Ohio, United States
Michael Novak's Work
- Senior Managing Director @ Wellspring Financial Advisors
- RIA Advisory Board Member @ FocusPoint Private Capital Group
Michael Novak's Education
- Ohio University
Bachelor of Business Administration - BBA (Accounting and Finance)
1988 - 1993
Michael Novak's Skills
- Non-profits
- Fundraising
- Public Speaking
- Strategic Planning
- Estate Planning
- Investment Management
- Charitable Gift Planning
- Personal Financial...
- Income Tax Planning
- Investment Advisory
Michael Novak's Summary
Michael Novak, based in Cleveland Heights, Ohio, United States, is currently a Senior Managing Director at Wellspring Financial Advisors LLC, bringing experience from previous roles at Capital Group. Michael Novak holds a 1988 - 1993 Bachelor of Business Administration - BBA in Accounting and Finance @ Ohio University. With a robust skill set that includes Non-profits, Fundraising, Public Speaking, Strategic Planning, Estate Planning and more, Michael Novak contributes valuable insights to the industry. Michael Novak has 3 emails and 1 mobile phone number on RocketReach.
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