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Michael T. Novak, Cpa/Pfs, Aep® Email & Phone Number
Chief Executive Officer
at
Wellspring Family Office
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Executive Officer
Location
Cleveland, Ohio, United States
Who is Michael T. Novak, Cpa/Pfs, Aep®? Overview
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Quick answer
Michael T. Novak, Cpa/Pfs, Aep® is listed as Chief Executive Officer at Wellspring Family Office, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Michael T. Novak, Cpa/Pfs, Aep®.
Michael T. Novak, Cpa/Pfs, Aep® previously worked as Chief Executive Officer at Wellspring Financial Advisors and President & CEO at Wellspring Financial Advisors. Michael T. Novak, Cpa/Pfs, Aep® holds Bachelor Of Business Administration - Bba, Accounting And Finance from Ohio University.
Company email context
Email format at Wellspring Family Office
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Wellspring Family Office
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Profile bio
About Michael T. Novak, Cpa/Pfs, Aep®
Founded Wellspring Financial Advisors in 2007 to offer true multi-family office services to ultra-high-net-worth families. Extensive experience in the areas of estate planning, charitable gift planning, business succession planning, and family governance and education. As a CPA, has experience in all areas of tax compliance as well as proactive tax planning. Believes the keys to successful wealth management are building strong personal relationships with clients and providing highly-customized service that supports financial peace of mind to deliver on Wellspring's Live Well. Sleep Well. promise.
Current workplace
Michael T. Novak, Cpa/Pfs, Aep®'s current company
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4 roles
Michael T. Novak, Cpa/Pfs, Aep® work experience
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Chief Executive Officer
Current
Feb 2007 - Present
President & Ceo
Wellspring is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families.
Feb 2007 - Sep 2024
Ria Advisory Board Member
Feb 2020 - Jan 2024
2 education records
Michael T. Novak, Cpa/Pfs, Aep® education
Bachelor Of Business Administration - Bba, Accounting And Finance
Ohio University
Education record
Benedictine High School
FAQ
Frequently asked questions about Michael T. Novak, Cpa/Pfs, Aep®
Quick answers generated from the profile data available on this page.
What company does Michael T. Novak, Cpa/Pfs, Aep® work for?
Michael T. Novak, Cpa/Pfs, Aep® works for Wellspring Family Office.
What is Michael T. Novak, Cpa/Pfs, Aep®'s role at Wellspring Family Office?
Michael T. Novak, Cpa/Pfs, Aep® is listed as Chief Executive Officer at Wellspring Family Office.
Where is Michael T. Novak, Cpa/Pfs, Aep® based?
Michael T. Novak, Cpa/Pfs, Aep® is based in Cleveland, Ohio, United States while working with Wellspring Family Office.
What companies has Michael T. Novak, Cpa/Pfs, Aep® worked for?
Michael T. Novak, Cpa/Pfs, Aep® has worked for Wellspring Family Office, Wellspring Financial Advisors, and Capital Group.
How can I contact Michael T. Novak, Cpa/Pfs, Aep®?
You can use AeroLeads to view verified contact signals for Michael T. Novak, Cpa/Pfs, Aep® at Wellspring Family Office, including work email, phone, and LinkedIn data when available.
What schools did Michael T. Novak, Cpa/Pfs, Aep® attend?
Michael T. Novak, Cpa/Pfs, Aep® holds Bachelor Of Business Administration - Bba, Accounting And Finance from Ohio University.
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