Michael Felix
About Michael Felix
Michael Felix serves as Vice President at City National Bank, an RBC Company, where he provides strategic wealth management advice to high-net-worth families and organizations. He has extensive experience in the financial sector, having held various leadership roles at U.S. Trust and Bank of America.
Work at City National Bank
Michael Felix serves as Vice President at City National Bank, an RBC Company, since 2021. He operates within the New York City Metropolitan Area and is part of a team that specializes in managing multi-generational wealth. His role involves providing strategic wealth management advice to high-net-worth families, their professional services firms, and nonprofits. Felix has contributed to the launch and build-out of City National Private Bank's newest market on the East Coast, specifically in New Jersey.
Previous Experience in Wealth Management
Before joining City National Bank, Michael Felix held several positions in wealth management. He worked at U.S. Trust as Vice President of National Business Owner Strategy from 2017 to 2018. Prior to that, he served as Vice President and Private Client Manager at Bank of America Private Bank from 2018 to 2021. His career also includes a role as Assistant Vice President and Senior Client Associate at U.S. Trust from 2013 to 2016, and as Manager Associate at Bank of America from 2010 to 2013.
Education and Expertise
Michael Felix holds a Bachelor of Science degree in Finance from St. Thomas Aquinas College. He furthered his education at New York University, where he earned a Master of Science in Real Estate - Finance & Investment from 2021 to 2023. His academic background supports his expertise in wealth management and financial strategies for high-net-worth clients.
Background in Financial Services
Michael Felix has a robust background in financial services, with experience spanning over a decade. His roles have included strategic positions focused on wealth management and client relations. He has worked with diverse clientele, including private business owners, corporate executives, and family offices, which has equipped him with a comprehensive understanding of the financial needs of high-net-worth individuals.