Emerald Bay, investment management , fiduciary responsibility , private family wealth management, private wealth management , fully integrated approach to wealth management , financial advisor , objective financial advise

Michael S. Battey, Co-Founder

Michael S. Battey brings over 35 years of experience in the financial services industry to Emerald Bay Wealth Management. Before co-founding the firm, Michael served as the managing director in charge of Atlantic Trust Company’s San Francisco office, where he was responsible for restructuring the office, leading the office’s client management and business development efforts, and also sitting on the firm’s asset allocation committee. At Atlantic Trust, he led a team that oversaw approximately $750 million in client assets. Prior to this role, Michael played leadership, investor relationship management, and business development roles in privately owned operating businesses, and in the venture capital and private equity businesses as an independent consultant to several private family offices, private equity and venture partnerships, as a managing director of Levensohn Venture Partners, as a general partner and co-founder of Pyramid Technology Secondary Fund, LP, as a managing director and office head at DLJ Asset Management Group, and as a senior vice president and senior resident officer in charge of Bessemer Trust Company’s San Francisco and Los Angeles offices. Michael began his career as an analyst for the oil and gas, utility, and banking sectors at both Chemical Bank and Bankers Trust Company in New York City.

Michael holds a BA from Williams College, is a graduate of the ABA National Trust School at Northwestern University and of the oil and gas analysis program at the University of SW Louisiana in Lafayette (now University of Louisiana at Lafayette). In addition to his work at Emerald Bay, he is a youth lacrosse coach, a past member of the Town of Ross Financial and Investment Advisory Committee, and a past member of the board of directors of the Alpine Springs County Water District. Michael is a past member of the board of directors of First California Mortgage Corp and was chairman of the investment committee and a member of the board executive committee at the Saint Francis Foundation in San Francisco for 17 years. He has also served on boards and committees for the Ross School Financial Advisory Committee, the Ross Valley Lacrosse Club, St. John’s Church, the San Francisco Symphony, the St. Anthony Educational Foundation, the Deerfield Academy Alumni Association executive committee, and Fountain House, Inc. in New York City. Michael holds the Series 65 FINRA license.