Senior Trust Portfolio Manager
158 Meeting Street, 3rd Floor
As a Senior Trust Portfolio Manager, Michael Halpern has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.
Michael has been working in the Trust Industry since 2005 but started his career in the Financial Industry in 1975. He graduated from Trinity University with his bachelor’s degree.