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AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Michelle Baxter

Operations Manager

Specialty

Michelle excels in operational and account management, documentation, customer service, and technical assistance.  Her dedication and attention to detail significantly enhance the experience for our clients and contribute to the efficiency of our operations.

Years of Experience

25+ Years 

Educational Background

Boston College, BA in Economics

Designations & Licenses

  • Colorado Insurance License
  • Colorado Public Notary

Notable Information

  • Previously worked for The Madison Group, a member firm of M Financial Group, Jackson National Life Distributors specializing in the Metro New York territory, and Fidelity Investments on 401(k) services.
  • Michelle, her husband and two kids love the outdoors and spend a lot of time in the mountains.  Originally from the East Coast, she is part of a big Boston sports family.

Contact

Operations Manager
Direct & Text: 303.900.1912
Michelle.Baxter@ACFamilyOffice.com

Michelle Baxter, AC Family Office