Michael Trabulsy

Enthusiast
DISC Type : i

Experienced Family Office Manager at Baker Tilly US

Collegeville, Pennsylvania, United States

Overview

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.

Personality Overview

Non-Confrontational

Amiable & Agreeable

Optimistic

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care 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.
Family Office Growth
Focuses on creating strategies to drive prosperity, discipline, and growth for family office principals and their operations.

Media Appearances

Michael has no verified media appearances

Work History

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

Education

Bachelor of Science from Quinnipiac University
Diploma with Honors from Archbishop Molloy High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Collegeville, Pennsylvania, United States Job Level : Middle Designation : Experienced Family Office Manager at Baker Tilly US
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Michael

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Michael take some risk or not?

  • They can take some low-probability risks if needed.

You And Michael

Personality Compatibility


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