Cfp® Michelle Mahoney

Michelle Mahoney, CFP®, has over three decades of professional experience in various financial roles. Michelle currently serves as the Vice President, Wealth Manager at CAPTRUST, a position they have held since November 2022. Prior to joining CAPTRUST, they were the Co-Owner of Generations Wealth Management from October 2009 to November 2022.

Before their role at Generations Wealth Management, Michelle worked at Wells Fargo Private Bank as a Vice President from September 1995 to May 2009. Michelle also held the position of Vice President, Corporate Finance at Deutsche Bank North America from January 1989 to April 1995.

Michelle's career began at GE Client Business Services in June 1987 as an Accounting Specialist, where they worked until January 1989. Michelle'sextensive work experience in finance positions their as a knowledgeable and accomplished professional in the industry.

Michelle Mahoney, CFP®, earned their Bachelor of Business Administration (BBA) degree with a specialization in Finance from Iowa State University's Ivy College of Business in the years 1983 to 1987. In August 1995, they obtained the Certified Financial Planner (CFP) certification from the CFP Board.