Michael Provine Email & Phone Number
Managing Director-Private Client Services @ Cary Street Partners
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Michael Provine Location
- Summit, NJ, US
Michael Provine Work
- 2019 -now Managing Director-Private Client Services @
- 2000 -2020 Principal And CCO, Head of the Private Client Group @ Tradition Capital Management (11/2000-4/2019) and Tradition Asset Management (5/
- 2000 -2019 Member and Director @ Tradition Capital Management
- 2009 -2018 Member of the Board of Governors @
- 2008 -2015 CEO and CCO @ Candor Wealth Advisors LLC
- 1991 -2000 SVP, Director of Private Client Planning consultancy @ Brundage, Story, and Rose
- 1988 -1991 Senior Trust Officer and President @ Boston Safe Deposit of NY
Michael Provine Education
- Temple University - James E. Beasley School of Law
Juris Doctor (1976) and LL.M. Taxation (1986) (Law)
1973-1986 - St. Joseph's University
Bachelor of Science (BS) (Sociology)
1969-1973
Michael Provine Skills
- Personal Financial Planning
- Wealth Management Services
- Investment Advisory
- Private Fiduciary Services
- Investment Management
- Financial Advisory
- Portfolio Management
- Estate and Tax
- Wealth Management
- Asset Allocation
- Financial consultation in Divorce, Inheritance and Special-needs situations
- Foundation management and creation
- Inheritance and Special Needs Situations
- Financial Consultation in Divorce
Michael Provine Summary
- Michael Provine, based in Summit, NJ, US, is currently a Managing Director-Private Client Services at Cary Street Partners. Michael Provine brings experience from previous roles at Tradition Capital Management (11/2000-4/2019) and Tradition Asset Management (5/, Tradition Capital Management, Investment Adviser Association and Candor Wealth Advisors LLC. Michael Provine holds a 1973 - 1986 Juris Doctor (1976) and LL.M. Taxation (1986) in Law @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Personal Financial Planning, Wealth Management Services, Investment Advisory, Private Fiduciary Services, Investment Management and more. Michael Provine has 4 mobile phone numbers on RocketReach.
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