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Mike Gault

Mike Gault

Mike Gault joined the firm from Mid Atlantic Capital Group, formerly The Private Wealth Partners, an independent RIA and introducing broker. Mike built the technology platform and the operation department focused on the needs of ultra high net worth investors and the financial advisors that service them.

Prior to that, Mike helped launch Cantor Fitzgerald Wealth Partners (CFWP), an independent wealth advisory firm servicing HNW families, foundations and endowments. Mike was a member of CFWP’s management team and focused on sourcing financial products and technology solutions.

He began his career with Mellon’s Private Wealth Management, worked as an investment associate at UBS Financial Services, and lastly was a senior portfolio strategist and platform architect for WeiserMazars Wealth Advisors, an RIA and wholly-owned subsidiary of an international accounting firm based in New York City.

Mike is an avid outdoorsman. When he’s not in the office, you will find him fly fishing, biking, hiking, or swimming, usually accompanied by his wife and two children.

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There’s a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world’s largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition.

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