Michelle Brownstein

Chief New Client Development Officer at Wealth Enhancement Group

Michelle joined Wealth Enhancement Group in 2023. She has over 15 years of experience in financial services, with expertise in sales leadership, innovation, and growth. She began her career at Fisher Investments, holding positions in operations, mergers and acquisitions, and as an advisor serving over 180 high-net-worth households. Michelle later joined Personal Capital (purchased by Empower in 2020) where she was instrumental in building a digital wealth management solution. She held roles both as an advisor and in sales leadership, where she continued her focus on high-net-worth investors. She also served on the Investment Committee and Diversity, Equity and Inclusion Council.

Location

San Francisco, United States

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Wealth Enhancement Group

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Wealth Enhancement Group offers comprehensive and customized financial planning and investment management services.


Employees

51-200

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