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Mike Burbank

Mike Burbank is a highly experienced professional with a background in Biology from UC Santa Barbara.

Currently, Mike holds significant roles at Morgan Stanley, including Managing Director, Private Wealth Advisor, and Investing With Impact Director.

Prior to his current position, Mike held senior positions at prestigious organizations like UBS, Montgomery Securities, Kidder Peabody & Company, and Paine Webber.

His extensive experience and expertise in the financial sector make him a valuable asset in the wealth management industry.

Highlights

Jul 17 · linkedin

I am honored to be featured in the fourth episode of Season 2 of Morgan Stanley's award-winning podcast, "What Should I Do With My Money?" - A huge thank you to Jamie Roô and her team for their exceptional work hosting and organizing the podcast, which aims to help real people with real questions about their money.

In this episode, "Suddenly Wealthy – Giving it Away", I sit down with Claire to discuss various financial considerations around rethinking her approach to philanthropy and managing family wealth after an IPO increases the family balance sheet dramatically.

Please take a listen and share your thoughts or let us know how we can help you manage your philanthropic work.

Link to the episode: https://lnkd.in/gMyCwduE ​

Jun 28 · linkedin

Anyone headed to CosmoProf?

Mike Burbank
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Location

San Francisco Bay Area