Michael C. Ippolito
Michael (Mike) Ippolito is an Associate with Stonegate Wealth Management. With a career spanning over 30 years in the areas of public and private accounting, corporate finance, personal financial planning and wealth management, he aspires to use this experience and training every day to guide Stonegate clients in a holistic, comprehensive, conflict-free environment and always in a fiduciary capacity. Mike started his career in public accounting as a CPA in Seattle, Washington providing auditing, tax and accounting services to corporations and high net worth individuals. He then transitioned to wealth management as an advisor with PaineWebber, Inc. and UBS Financial Services. Disillusioned with inherent conflicts of interest, high fees and product commissions, Mike migrated to institutional portfolio management as a principal with Sage Capital Management, LLC a fee-only market neutral investment firm specializing in convertible arbitrage. In addition, Mike worked as a wealth strategist for a private bank based in Orlando, FL as well as the Chief Financial Officer of a specialty contract manufacturing company.
Mike is an active member of the CFA Institute, the CFA Society of Tampa Bay (where he served on the Board of Directors for many years) and the Financial Planning Association of the Suncoast. A voracious reader and lifetime student, he continually pushes himself to stay current with the latest research and practices in the areas of financial planning and wealth management.