Michael Petrecz

Senior Vice President, Senior Trust Portfolio Manager, Asset Management

Office Phone: 301.841.9581

Bio

Michael has more than 25 years of experience in the investment industry, serving as both a portfolio manager and portfolio analyst at boutique financial planning firms and regional banking institutions. He specializes in managing investment portfolios and developing comprehensive financial plans for high net worth clients.

Michael holds a Bachelor of Science in Business Administration from Towson University and an MBA in Finance and Accounting, along with multiple financial certifications.

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