Michael J. Coady

Chief Strategy & Growth Officer, Partner

Michael J. Coady serves as Chief Strategy & Growth Officer, delivering concierge-level service to ensure our clients’ success. With his background as a former Senior Vice President in the private, commercial, and business banking sectors, Michael has been instrumental in devising strategies and implementing customer-centric practices that have earned the trust of community business leaders who rely on his expertise. His priority focus is on driving enterprise growth.

Michael collaborates with business owners, corporate executives, philanthropists, and charitable foundations providing them with private wealth management guidance for their most complex financial and investment challenges.

Throughout his career, Michael consistently achieved predictable results by developing and executing high-level sales systems and processes. His strategic hallmark lies in his go-to-market plans, and one of his significant achievements includes transforming chaos into cadence by stabilizing organizational growth and scalability, the recruitment of top talent, mentoring high performance teams, and driving consistent execution.

Michael is renowned for his leadership expertise, gained from two decades of combined experience in financial institutions such as Ameris Bank, TD Bank, National City Bank, First Citizens Bank, and Fidelity Federal among others.

Michael possesses a Bachelor of Arts in Political Science from the University of Connecticut. He has completed the Executive Curriculum certificate from the MIT Sloan School of Management and is currently enrolled in the CFP Program at University of Georgia Terry School of Business.

Outside of his professional endeavors, Michael is a master swimmer and a former Infantry Officer with the Army National Guard, having received the Army Achievement award and Commendation Medals. He is an active member of The Forum Club. His wife, Jennifer, holds a senior leadership position in her profession. They have two sons and share interests in various activities.