Michael Wolson

Michael P. Wolson is a Director of Portfolio & Wealth Advisory at BBR Partners, a role he has held since joining the firm in 2016. Based in New York, he specializes in developing financial strategies and managing complex investment portfolios that integrate tax and estate planning into comprehensive wealth management solutions. As one of the firm's Advisory Team Leads, he oversees Advisory Vice Presidents and Associates, ensuring high-quality service for clients.12

Prior to his tenure at BBR Partners, Wolson worked as an Associate at Morgan Stanley Private Wealth Management. There, he was responsible for investment analysis, portfolio construction, client reporting, and trading for various clients including single-family offices, endowments, and foundations.1

Wolson graduated cum laude from the Freeman School of Business at Tulane University with a concentration in Finance. He is actively involved in community service as the Chair of the Anti-Defamation League's Next-Gen Advisory Board and serves on the NY/NJ Regional Board of Directors for the ADL. Additionally, he is a board member for Tulane University Hillel and participates as a mentor for Venture for America.13

Residing in Norwalk, Connecticut, Wolson enjoys traveling, spending time in the Berkshires, and exploring new restaurants with his family.1