Highland Private Michael Greene

Michael Greene, CFP ®, MBA

Advisor & VP of Operations

My Professional Background

I started at Highland as an intern in 2013 and, in that time, I’ve had the opportunity to gain experience in every area of the business. I take pride in making sure those I serve are getting the most out of what they have, and I bring that emphasis for clients into my current role as an advisor and for the business as the leader of the firm’s operations.

My Wealth Management “Why”

I believe there is power in simplicity and that complicated financial matters can be made simple and understandable. By doing what I love to do, I get to help others spend more time doing what they love to do.

My Personal “Living Fully”

I live in Kirkland with my wife, Ali. I love the sunshine, the water, and anything competitive. A life surrounded by good people and a healthy dose of adventure is what I consider living fully.

My Heart for Impact

I expect more from the financial industry. My role at the firm gives me the opportunity to change things from the inside, but it also gives me the ability to help those who may not qualify as our clients with impactful financial decisions. I believe education and greater industry transparency and alignment around incentives are key to raising the bar, and I’m committed to both of those ideas inside and outside of work.

Are you ready to start investing in life fully lived? Let us know how we can help.

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(425) 739-6500 • info@highlandprivate.com

10900 NE 8th Street, Suite 1122 • Bellevue WA 98004

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