Michael Trabulsy in

Michael Trabulsy

Enthusiast · DISC type i
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.

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

How Michael shows up

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.

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.
+5 more topics Login to view topics
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

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science
Quinnipiac University
Diploma with Honors
Archbishop Molloy High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

Other Baker Tilly US Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.