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michael-holt

Michael A. Holt

CFP® - Managing Director, Wealth Strategist

Prior to joining Beacon Trust, Mr. Holt served as Senior Vice President, Wealth Advisor for The MDE Group. Mr. Holt joined The MDE Group in 1994 from Mahoney Cohen & Co. where, as tax manager, he specialized in personal income tax and financial planning services for high net worth individuals. Prior to that, he was a senior financial counselor at Clarfeld & Company specializing in counseling senior corporate executives. Mike spent the first nine years of his career with Deloitte & Touche. Initially, he audited brokerage firms in New York. He later moved for the firm to Saudi Arabia where he developed a specialization in individual tax planning for executives working overseas. He then returned to New York as a tax manager working with ultra high net worth individuals. Mr. Holt has a B.S. in Accounting/Finance from Cal State Long Beach and attended the Pace University M.S. Taxation Program. He is a Certified Financial Planner (CFP®).