Michael Halpern Email & Phone Number

I provide my clients a valuable level of expertise and experience on the capital markets. I have over 40 years’ experience in the investment industry which includes:17 years as a public finance investment banker and fixed income executive,13 years as a financial advisor and branch manager, andsince 2005 serving as a fiduciary portfolio manager. I have extensive experience managing institutional fixed income portfolios. As a Vice President, Senior Portfolio Manager I served as a senior portfolio manager for personal trust and institutional clients of Synovus Trust Company (STC) from 2013 to August 2022. I am a former member of the STC Personal Trust Investment Management Committee which is responsible for STC’s asset allocation and investment strategies. Prior to joining STC, I worked as the Regional Investment Manager for Wells Fargo Private Bank and U.S. Trust. I hold a BA degree from Trinity University, and I am a past president of Synagogue Emanuel. My family has lived in Charleston, S.C. since 1992.Michael HalpernMfhalpern@gmail.com(843) 609 6922

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  Senior Portfolio Manager

  Seeking Next Opportunity--New Career Position

  Sep 2022 - Present - Charleston, South Carolina, United States

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  Trinity University

  Political Science And Government