Michael Tusan
About Michael Tusan
Michael Tusan serves as Vice President of Wealth Management at UBS, where he has worked since 2009. He specializes in managing the wealth of high net worth individuals and families, leveraging over 80 years of combined experience within his team at SGM Wealth Management.
Work at UBS
Michael Tusan has served as Vice President of Wealth Management at UBS since 2009. In this role, he specializes in managing the wealth of high net worth individuals and families. His responsibilities include overseeing financial strategies for clients, particularly retirees and professionals in sectors such as law, real estate, biotech, and technology. Tusan focuses on strategic planning to navigate various market conditions, ensuring that clients make informed financial decisions.
Previous Experience at Morgan Stanley
Prior to his tenure at UBS, Michael Tusan worked at Morgan Stanley as Vice President of Investments from 1998 to 2009. During his 11 years at Morgan Stanley, he developed expertise in investment strategies and client relationship management. His experience at this firm laid the foundation for his current role in wealth management, where he continues to apply his investment knowledge.
Education and Expertise
Michael Tusan earned a Bachelor of Science degree in Finance from the University of Arizona, where he studied from 1994 to 1998. His educational background in finance supports his expertise in wealth management and strategic financial planning. Additionally, he completed his secondary education at Bullard High School.
Commitment to Client Relationships
Michael Tusan is dedicated to building long-lasting relationships with his clients. He emphasizes the importance of helping clients make confident and insightful financial decisions. Tusan offers tailored planning and portfolio management services, focusing on the unique needs of each family and business he serves. His approach is centered on understanding clients' goals and guiding them through various financial landscapes.
Team Experience at SGM Wealth Management
Michael Tusan is part of a team at SGM Wealth Management that boasts over 80 years of combined experience in the wealth management sector. This extensive team experience enhances his ability to provide comprehensive wealth management services, leveraging collective knowledge to benefit clients in their financial journeys.