Peter Michaels
Peter Michaels "is a Director at the Citigroup Private Bank. Working with ultra-high-net-worth families, Mr. Michaels has extensive experience developing, implementing, and leading proven strategies and tactics that both judiciously preserve and grow his clients’ assets. He has more than 20 years of experience in assisting individuals and families in wealth management, estate planning, and business succession.
"Mr. Michaels was formerly a Managing Director in the Washington, D.C., office of MSM&C, an investment banking firm. He was responsible for the delivery of mergers and acquisitions, corporate finance, and investment management services to high-net-worth families and pension funds. He has been a trusted advisor to numerous public and private companies across multiple industries including professional services, consumer products, health care, commercial real estate, media and publishing, technology, restaurant, and retail.
"Before joining MSM&C, Mr. Michaels' expertise included both mergers and acquisitions representation, debt and equity financing, business valuations, due-diligence analysis, and business tax planning. Additionally, he has testified as an expert witness on financial matters pertaining to fraud and asset valuations. Previously, Mr. Michaels served as an auditor and tax practitioner for Price Waterhouse in Washington, D.C., where he performed and managed financial audits for real estate, technological, manufacturing, and service clients.
"Mr. Michaels received his M.B.A. from the Fuqua School of Business at Duke University and his bachelor's degree in accounting cum laude from the University of Maryland. He completed the Executive International Finance Certificate Program at Georgetown University's Center for International Business Education and Research, and he is a Certified Public Accountant and a Registered Representative. Mr. Michaels currently serves on and assists numerous notable boards that support the arts and humanities. " [1]
- Director, Smithsonian National Zoo
