Michael Wertz manages investment portfolios for high-net-worth individuals, trusts, endowments, and foundations. In this role, he is responsible for developing asset allocation, risk management, and tax management strategies to address unique client circumstances and needs. Previously, Michael was a senior portfolio manager and vice president at Northern Trust Bank and U.S. Bank.
Michael joined William Blair in 2008. He is a member of the CFA Institute and the CFA Society of Chicago.
In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1
1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.