Directory

>

Michael Provine

avatar

Michael Provine

Managing Director-Private Client Services | Cary Street Partners

Summit, New Jersey, United States

View contact details (it's free)

Michael Provine

Summary

Michael Provine is a seasoned wealth management professional with over two decades of experience in asset allocation, estate and tax planning, and financial advisory. As the Managing Director at Cary Street Partners, he leads private client services, focusing on personalized investment strategies and fiduciary responsibilities. His extensive background includes significant roles at Tradition Capital Management and Candor Wealth Advisors, where he honed his skills in regulatory affairs and private client management. Michael's academic credentials include a Juris Doctor and an LL.M. in Taxation from Temple University, which complements his financial expertise. His leadership extends beyond his firms, having served on the Board of Governors for the Investment Adviser Association. Michael is known for his commitment to ethical practices in financial advisory and is passionate about providing tailored solutions for complex financial needs. He has a unique ability to navigate the intersections of law and finance, making him a valuable asset in the wealth management industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Michael Provine

Work Experience

company logo

Managing Director-Private Client Services at

Cary Street Partners

May 2019 - Present

💼

Principal And CCO, Head of the Private Client Group at

Tradition Capital Management And Tradition Asset Management

November 2000 - June 2020

company logo

Member/Director at

Tradition Capital Management

January 2000 - April 2019

company logo

Member of the Board of Governors at

Investment Adviser Association

July 2009 - June 2018

company logo

CEO/CCO at

Candor Wealth Advisors

June 2008 - December 2015

💼

SVP, Director of Private Client Planning consultancy at

Brundage Story And Rose

February 1991 - October 2000

💼

Senior Trust Officer/President at

Boston Safe Deposit Of Ny

August 1988 - February 1991

Logos provided by Logo.dev

Michael Provine

Education

Temple University - James E. Beasley School of Law, Juris Doctor (1976) And Ll.M. Taxation (1986)

January 1973 - January 1986

St. Joseph's University, Bachelor Of Science (Bs)

January 1970 - January 1973

Frequently Asked Questions about Michael Provine

What is Michael Provine email address?

Michael Provine's primary email address is ********@carystreetpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Provine work for?

Michael Provine is a Managing Director-Private Client Services at Cary Street Partners, a company specializing in Functions related to depository banking.

Where Michael Provine graduated from?

Michael Provine holds a degree in Law from Temple University - James E. Beasley School of Law.

How can I directly contact Michael Provine?

To contact Michael Provine directly, you can use the email address ********@carystreetpartners.com. Complete contact information is available upon registration with Muraena.

Who is Michael Provine?

Michael Provine is a seasoned wealth management professional with over two decades of experience in asset allocation, estate and tax planning, and financial advisory. As the Managing Director at Cary Street Partners, he leads private client services, focusing on personalized investment strategies and fiduciary responsibilities. His extensive background includes significant roles at Tradition Capital Management and Candor Wealth Advisors, where he honed his skills in regulatory affairs and private client management. Michael's academic credentials include a Juris Doctor and an LL.M. in Taxation from Temple University, which complements his financial expertise. His leadership extends beyond his firms, having served on the Board of Governors for the Investment Adviser Association. Michael is known for his commitment to ethical practices in financial advisory and is passionate about providing tailored solutions for complex financial needs. He has a unique ability to navigate the intersections of law and finance, making him a valuable asset in the wealth management industry.

Michael`s contact details

mail

********@carystreetpartners.com

********@traditioncm.com

Colleagues

avatar
Patrick Black

Senior Compliance Manager, Vice President

Paul Gautier Sr

Business Development, Managing Director

avatar
Bob Martin

Managing Director and Financial Advisor

avatar
Russell Rea Keller

Vice President

avatar
Cpapfs Rusty Bryson Cfp

Managing Director

avatar
Sue Davis

Operations Supervision Manager

avatar
Thomas Tullidge

Chief Strategy Officer, Legal & Finance, Managing Director

avatar
Kirby Delloiacono

Client Service Associate, Registered - Vice President

avatar
Nancy Riggleman

Senior Compliance Manager, Vice President at Cary Street Partners

avatar
Crps Reibel

Managing Director

View Contact details (it's free)
Request Profile Removal