Michael Shoniker in

Michael Shoniker

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VP of Client Relations at Innovative Private Wealth Management
📍 Charlotte, North Carolina, United States

Michael is a seasoned financial executive with over 16 years of experience, specializing in private equity and retirement planning. As VP of Client Relations at Innovative Private Wealth Management, he focuses on alternative investment solutions for high-net-worth clients. He holds a Series 65 license and a business degree from the State University of New York at Fredonia.

Outside of finance, Michael is a passionate wellness entrepreneur and philanthropist. He co-owns True REST Float Spa in Charlotte, driven by a mission to help people feel better physically and mentally. He actively uses his business to support community causes, including veterans, first responders, and local charities.

He has donated over 2, 500 float therapy sessions to military veterans to help them manage PTSD symptoms.

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Experience
10 Years
Current Role
VP of Client Relations
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michael cares about

Alternative Investments
As VP of Business Development, he focuses on delivering private equity, real estate, and infrastructure investment solutions to financial advisors for their high-net-worth clients.
Wellness Entrepreneurship
He is the co-owner of True REST Float Spa, reflecting a deep passion for helping people improve their well-being through innovative therapies like sensory deprivation.
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Career

Work history

2-2024
VP of Client Relations
Innovative Private Wealth Management
2-2024
Private Investments Consultant
Innovative Private Wealth Management
1-2018
Owner
True REST Charlotte
12-2024 - 10-2025
Private Investments Consultant
Innovative Development Funds/Broadstreet Global Advisors
3-2023 - 10-2025
President
MTS Consulting Co
In the press

Media appearances

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Education
2005 - 2009
Bachelor’s Degree
State University of New York at Fredonia
2005 - 2009
Business
State University of New York at Fredonia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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