Michelle TriversDirector, Private Wealth Client Service
Michelle Trivers is a Director, Private Wealth Client Services at Berman | Cresset.
Prior to joining the firm, Michelle was an Associate Vice President Senior Client Service Associate at Rockefeller Capital Management and spent several years as a client service associate at Morgan Stanley. Within both positions Michelle enhanced the client experience and maintained a high level of service through processing client requests, onboarding and anticipating client needs. Before that, she was a trading analyst at HAW Wealth Management and a municipal bond liaison with Prudential Securities and Bear Stearns.
Michelle holds a Bachelor of Science and Business Administration from Washington University in St. Louis and an MBA from University of Florida. She holds her 7 and 66 licenses.
Michelle resides in Atlanta with her husband, 2 sons and daughter and their Goldendoodle. Outside of the office, Michelle enjoys playing tennis, working out, spending time with her family and is a huge sports enthusiast.