Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#39
Florida - Miami (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#11
Florida
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
#103
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
About Michael Gold

As a partner, Portfolio Manager and Accredited Asset Management Specialist, Michael works with Peter in developing and executing the overarching portfolio management theses as well as company specific investment ideas.

Michael was born and raised in South Florida. Today, he lives in Coral Gables with his wife Susana and his sons Benjamin & Tobias.

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Asset Summary
As of Jun, 2023
$3M
Min Account Size For New Business
$5-500M
Typical Size Of Households
$3-50M
Typical Net Worth Of Relationships
$3.4B
Team Assets (Custodied)