Michael Hassett, CFP®
Director
Private Client Group
New York, NY
As a Director in the Private Client Group, Mike partners with ultra-high-net-worth clients and multi-generational families to develop and execute tailored strategies that address their unique financial goals and objectives. Drawing on a foundation of comprehensive financial planning, he helps craft customized investment portfolios while thoughtfully integrating cash flow considerations, tax-efficient structures, and estate planning solutions.
Mike is driven by helping clients make informed decisions that support their financial freedom and help them achieve their long-term goals.
Experience
- 10+ years of experience in wealth management, specializing in advising ultra-high-net-worth families
- KLS Professional Advisors Group, LLC – NYC based multi-family office
Education & Credentials
- B.S. in Finance, Fordham University
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Mike lives in Westchester, NY with his wife and dog. He enjoys spending time with family and friends, golfing, traveling, and is an avid Peloton bike rider.
