Michael Cassella
Executive Vice President & Financial Advisor
As an Executive Vice President at Seventy2 Capital, Michael takes a holistic and client-centric approach to wealth management. He emphasizes personalized strategies that integrate investment management, tax efficiency, and estate planning strategies to help clients achieve their long-term goals. Michael believes in transparent communication and a tailored approach to each of his clients’ unique situations. He helps a select group of high-net-worth individual clients, their families, businesses, and foundations to build, manage, preserve, and transition wealth.
Before joining Seventy2 Capital, Michael gained over 24 years of experience in wealth management and financial advisory, working with Wells Fargo Advisors and its predecessor firms. He specialized in portfolio design, tax-efficient strategies, and comprehensive wealth planning. Outside of work, Michael is passionate about travel, photography, attending sporting events and concerts, and spending time with his family. Michael attended Georgia Southern University in Statesboro, Georgia.
Location: Red Bank