Michael Olmstead

Overview

Michael Olmstead is a Managing Director at UBS Wealth Management in Atlanta, Georgia. With over three decades of experience, he provides comprehensive financial solutions to ultra-high-net-worth clients, including executives, families, family offices, trusts, and foundations. His expertise encompasses all aspects of financial life, offering personalized and creative wealth management strategies tailored to each client's needs. Prior to joining UBS in December 2015, Michael spent over 20 years at Credit Suisse and three years at Smith Barney. He holds an MBA from the University of Florida, focusing on Finance and Real Estate, and a Bachelor of Science in Finance from Texas A&M University. In addition to his professional achievements, Michael is an avid guitar player and has completed three original albums. He is married to Dawn and has four children. Michael is registered to provide services in multiple states, including Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, and Wyoming.

Investment Focus

• High-growth potential
• Innovative business models
• Strong management teams
• Scalable operations
• Clear exit strategies

Portfolio Companies