Michael Reed, CFA

Michael Reed, CFA has more than 25 years of experience in the finance industry. Michael is currently serving as the Chief Operating Officer and Chief Investment Officer at Etcho since May 2023. Michael also founded Family Sustainability in April 2023.

Previously, Michael held various leadership positions at RBC Wealth Management, starting from November 2007. These roles included CEO of RBC Singapore Branch and Head of Wealth Management - South East Asia, Managing Director of Sales and Relationship Management - Multi-family Offices, and Co-head of Private Client Wealth Management - UK. Michael also served as Managing Director of UHNW and Family Offices and Managing Director of USA Trust - RBC Trust Co (Delaware) Ltd. At RBC Wealth Management, Michael specialized in cross-border needs for high-net-worth and ultra-high-net-worth clients, providing services such as banking, investments, capital markets, and custody solutions.

Before joining RBC, Michael served as a Director at American Gift Fund from November 2007 to May 2012. Prior to that, they worked at RBC as the Head of Affluent and Retirement Client Strategy, where they developed and introduced marketing programs to target the "Baby Boom" generation and implemented a value-based approach to financial planning.

Michael's earlier experience includes working at RBC Dominion Securities as a Senior Manager and Manager in various financial planning roles. Michael was responsible for transforming the sales force into wealth managers, developing financial planning solutions, and maintaining vendor relationships.

Michael began their career at CIBC as a Senior Financial Advisor and later worked as an Account Executive at Investors Group.

Overall, Michael Reed, CFA has a diverse and extensive background in finance, with a focus on wealth management, cross-border needs, and financial planning.

Michael Reed, CFA has a diverse education history. Michael obtained a Bachelor's degree in Economics from Queen's University in 1994. In 2006, they completed their MBA with a focus on Finance and Marketing from Northwestern University - Kellogg School of Management. In 2011, Michael achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute. Additionally, they possess additional certifications such as Certified Investment Manager from the Canadian Securities Institute and Trust and Estate Practitioner from STEP. Michael also holds an inactive certification as a Certified Financial Planner from FPSC.