Michelle Gruber, CFP®, CRPC, Founder and Managing Partner, has over two decades of experience in the wealth management industry. Armed with a bachelor’s degree in finance from California State University Northridge, her journey began in commercial mortgage before she found her stride at UBS Financial Services and later Merrill Lynch Wealth Management – where she spent nearly 15 years, culminating in being named to Forbes’ 2024 list of Best-In-State Top Women Wealth Advisors.
https://www.citybiz.co/article/562688/michelle-gruber-and-alex-markowitz-launch-alteri-wealth/
CityBiz
Clip Category
Alumni