My Role:
Michelle is Director of Operations for IronBridge Wealth Counsel, LLC. In this role, Michelle oversees the day-to-day execution of the firm’s strategic priorities. She is responsible for ensuring operational efficiency, driving process improvements, and supporting seamless integration across the organization. With a focus on delivering an exceptional client experience, Michelle works closely with leadership to align business operations with the firm's long-term vision. Her role also includes supporting advisor transitions and growth strategies, coordinating technology and vendor partnerships, and overseeing critical functions such as compliance administration and the advertising review process.
Work History:
Michelle joined IronBridge Wealth Counsel in January 2025, bringing with her a long history of collaboration with several of the firm’s partners and team members. Prior to joining IronBridge, Michelle served as Chief of Staff for a boutique wealth management firm known for its focus on growth, high-touch concierge service, and custom-tailored solutions. Earlier in her career, Michelle held a range of roles at another broker-dealer, all centered around supporting financial advisors and enhancing the overall advisor experience.
Where I Come From:
Michelle was born and raised in Connecticut and returned after college to be close to family following the loss of her father. Connecticut has always felt like home—surrounded by family, lifelong friends, and a strong sense of community. Outside of work, Michelle enjoys cooking, entertaining, and making the most of summer days by the pool, at the beach, or near any body of water.
Education:
Michelle earned her bachelor’s degree from Tufts University.
My Why:
From a young age, Michelle has been drawn to caring for others—a passion shaped in part by the time she spent helping care for her father, who also worked in the industry. While there are many ways to fulfill that calling, she discovered a deep and lasting connection to the world of wealth management. It’s a path that not only aligns with her desire to support others, but also honors her roots—growing up in a local agency, coloring at empty desks and attending office events alongside her parents.
That early exposure gave her a unique appreciation for the impact thoughtful financial guidance can have on individuals, families, and businesses. Over the years, her understanding of client and advisor needs has allowed her to build systems, streamline operations, and design processes that make a meaningful difference in the lives of those she supports.