Michael Ippolito, CFA, CFP® in

Michael Ippolito, CFA, CFP®

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Director, Finance & Investments at The Community Foundation of Sarasota County
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
38 Years
Current Role
Director, Finance & Investments
Job Level
Mid-senior
Location
Sarasota, Florida, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Director, Finance & Investments
The Community Foundation of Sarasota County
9-2023 - 2-2025
Director of Finance
Selah Freedom
7-2023 - 12-2024
Founder & Lead Consultant
Coastal CFO Consultants, LLC
8-2017 - 8-2023
Chief Financial Officer
The Octex Group of Companies
5-2016 - 4-2017
Wealth Strategist
Seaside National Bank & Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 2007
Bachelors Degree
Washington State University - College of Business and Economics
1982 - 1986
Bachelor's degree
Washington State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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