As Director of Transitions and Business Consulting at Cantella, Michelle is responsible for onboarding new advisors, RIA and Tri Party Broker Dealer Relationships. In this role she works closely with our sales, operations and compliance teams to ensure that their business gets transitioned to Cantella as quickly and efficiently as possible.
She also actively works with Cantella’s clearing firms and product and service providers to provide our clients with products and resources to help them run and grow their business more efficiently.
Michelle has over 18 years of experience in the financial industry. Her career began at Cantella in 1999 as an operations and client service specialist, providing exceptional service to our partners. Since then she has evolved in a number of roles throughout the firm where she has made significant contributions, including serving as Operations Manager from 2006 -2009 and redefining the firm’s transitions processes to support new lines of business.
Michelle graduated with a Bachelor of Science in Business Administration from Merrimack College. Committed to lifelong learning and professional development, she is an active member of Boston Women in Finance, Toastmasters International and the Greater Boston Chamber of Commerce. She holds a FINRA Series 7 license.
Michelle lives in Arlington, MA with her husband Tom, son Michael and their Labradoodle, Cody.BACK TO LEADERSHIP