Mike Navone in

Mike Navone

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Partner, Wealth Advisor at Corient
📍 San Francisco, California, United States

Mike is a Partner and Wealth Advisor at Corients San Francisco office, where he creates tailored wealth strategies for high-net-worth individuals, business owners, and families. His expertise covers investment management, legacy creation, and succession planning. He earned a Bachelor of Arts from the University of Arizona and holds a Series 65 license.

Outside of his professional role, Mike is passionate about philanthropy, managing private foundations and hosting events on effective giving strategies. He also has a keen interest in global travel, having previously lived in London while visiting over 30 countries during a year-long sabbatical.

He once took a year-long sabbatical to live abroad in London and travel to more than 30 different countries.

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Experience
11 Years
Current Role
Partner, Wealth Advisor
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Mike cares about

Philanthropic Strategies
He manages private family foundations and endowments and recently hosted an event exploring the giving strategies of major philanthropists.
Succession Planning
As a trusted advisor to business owners, he specializes in navigating liquidity events and the complexities of wealth transition.
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Career

Work history

11-2024
Partner, Wealth Advisor
Corient
6-2018 - 10-2024
Wealth Manager & Shareholder
Ensemble Capital Management
6-2017 - 5-2018
Peripatetic
Sabbatical
6-2016 - 6-2017
Regional Director
Sage Advisory
10-2012 - 12-2015
Director
WHV Investments
In the press

Media appearances

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Education
Bachelor of Arts
University of Arizona
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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