Michael Radford
Managing Director, Wealth Management
Michael has more than 30 years of experience serving middle market business owners and affluent families throughout the US.
He specializes in income & transfer taxation, business succession and pre-sale exit planning. He works directly with families to build, harvest, and preserve wealth. Specifically, Michael helps families focus on enterprise value and simplifying the process of aligning business, personal, and financial goals.
Prior to Choreo, Michael co-founded a large multi-family office located in Charlotte, NC. He also has an extensive background with one of the world’s largest public accounting firms where he served in numerous client service and leadership roles.
Michael is an avid sports enthusiast and enjoys golf, biking and hiking.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified public accountant, North Carolina and West Virginia
- American Institute of Certified Public Accountants
- North Carolina Association of Certified Public Accountants
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Personal Financial Specialist (PFS)
EDUCATION
- Bachelor of Science, business administration (summa cum laude), West Virginia University
