Michael Molnar joined Avantax in 2020 and is on the finance leadership team (FLT) as well as the senior leadership team (SLT) of the wealth management business. For Avantax Planning Partners, the employee-based RIA, he leads the M&A team focused on acquisitions, and for Avantax Wealth Management, the independent broker-dealer, he leads the succession planning team.
Prior to Avantax, Michael was a buy-side investor, investment banker, sell-side equity analyst, strategy consultant and a CPA in public accounting. He has worked at firms such as Goldman Sachs, Accenture and Arthur Andersen.
Michael holds an MBA in finance from The University of Chicago, an MS in decision science from The London School of Economics and a BS in accounting from Rutgers University. He is a Chartered Financial Analyst® (CFA®) and previously earned his CPA and CMA, though now inactive.