Michael Trabulsy in

Michael Trabulsy

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Experienced Family Office Manager at Baker Tilly US
📍 Collegeville, Pennsylvania, United States

Michael is a family office professional with over 20 years of experience managing finances for high-net-worth families. Described as analytical and proactive, he specializes in financial reporting, tax preparation, and estate planning. He holds a Bachelor of Science from Quinnipiac University and is a New York State Notary Public.

He applies his financial acumen to philanthropic causes, serving as the Treasurer and Director of Finance for the Loving Legacy - Fan and Dai Foundation. His personal interests include following financial markets, indicated by his engagement with CNBC and Charles Schwab.

Unique fact: Michael oversees the investment portfolio analysis and long-term financial strategy for a charitable foundation.

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Experience
20 Years
Current Role
Experienced Family Office Manager
Job Level
Middle
Location
Collegeville, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michael cares about

High-Net-Worth Finance
Has over two decades of experience providing customized accounting and financial solutions for high-net-worth clients and family offices.
Philanthropic Finance
Serves as Treasurer and Director of Finance for the Loving Legacy - Fan and Dai Foundation, overseeing its investments and financial operations.
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Career

Work history

8-2025
Experienced Family Office Manager
Baker Tilly US
11-2023 - 8-2025
Treasuer & Director of Finance
Loving Legacy - Fan and Dai Foundation
8-2022 - 8-2025
Chief Financial Officer
Grace May LLC
12-2021 - 8-2022
Family Office CFO
Arden Advisers LLC
8-2012 - 11-2021
Family Office Controller
Arden Advisers LLC
In the press

Media appearances

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Education
Bachelor of Science
Quinnipiac University
Diploma with Honors
Archbishop Molloy High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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