President and CEO @ (February 2007 - September 2024)
RIA Advisory Board Member @ (February 2020 - January 2024)
Michael Novak Education
Ohio University
Bachelor of Business Administration - BBA (Accounting and Finance)
1988-1993
Benedictine High School 1984-1988
Michael Novak Skills
Asset Allocation
Asset Management
Business Strategy
Charitable Gift Planning
Communication
Estate Planning
Family Office
Finance
Financial Advisory
Fundraising
High Net Worth Individuals
Income Tax
Investment Advisory
Investment Management
Investments
Leadership
Management
Non-profits
Personal Financial Planning
Portfolio Management
Public Speaking
Strategic Planning
Team Building
Wealth Management
Michael Novak Summary
Michael Novak, based in Cleveland, OH, US, is currently a Chief Executive Officer at Wellspring Family Office. Michael Novak brings experience from previous roles at Wellspring Family Office and 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 Asset Allocation, Asset Management, Business Strategy, Charitable Gift Planning, Communication and more. Michael Novak has 2 emails and 2 mobile phone numbers on RocketReach.
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