Michaelyn D. Bortolotti

Partner, Vice President, Wealth Manager

Michaelyn provides comprehensive wealth planning strategies and investment management specific to the needs of corporate executives and other high-net-worth individuals. She holds Series 7 and 63 securities licenses. Before joining Steward Partners, she held positions at Legg Mason, Smith Barney and Morgan Stanley.

She holds a Bachelor of Arts in economics and Bachelor of Science in business administration with a concentration in finance from Colby College, where she was a member of the varsity field hockey and softball teams.

While attending college, Michaelyn worked for an independent advisor at LPL Financial, which helped to develop her depth of knowledge in the financial services industry. She is a native of Hanover, Massachusetts, where she lives today.

Phone 617-377-4419