Managing Director | Vios Advisors at Rockefeller Capital Management
Michael N. Bapis, Managing Director with Vios Advisors at Rockefeller Capital Management, brings over 20 years of wealth management and private banking experience to the practice.
Michael is dedicated to assisting clients and families, institutions and professional athletes and entertainers by providing knowledgeable insight and highly personalized client service. In utilizing global asset allocation concepts and tactical investment strategies, Michael works with clients and families to create financial portfolios that align with long-term goals and optimize their wealth.
Michael began his career at Morgan Stanley in 1998, where he spent time in various departments learning a wide array of skills and knowledge within the financial services industry. A year later in 1999, Michael became a financial advisor. During this time, he was promoted to a Senior Vice President, Wealth Advisor and honored as a member of the prestigious Chairman's Club -- a group that highlights the top 150 advisors in the firm.
Michael joined Rockefeller Capital Management in September 2018 as the third team to breakaway from a wirehouse advisor to join the HighTower partnership. In September 2018, Michael and his team joined Rockefeller Capital Management as the first team to join their expanding wealth management division. To highlight the move, Michael’s team changed their name from “The Bapis Group” to “Vios Advisors”.
As an NFLPA Registered Advisor, Michael understands the intricacies of financial planning for professional athletes, specifically in the NFL. He is dedicated to providing the necessary resources, education, and strategies to promote financial wellness and financial stability through the arc of every athletes career – from signing initial contracts all the way through to ensure a successful and stress-free retirement. In his client-centric approach, Michael excels at managing relationships with the athletes, as well as their families and additional centers of influence, to encourage seamless communication and to create a strong bond of trust to create a lifetime of financial prosperity and stability for the duration of their careers and beyond.
Michael is considered a thought leader in the financial services industry, having regularly appeared on CNBC’s Trading Nation and Worldwide Exchange, Bloomberg TV and Yahoo Finance as well as quoted in CNNmoney.com, CNBC.com, Reuters, Financial Planning and Investment News. In addition, he has been honored on the Forbes Best-In-State Wealth Advisors List from 2016-2019 as well as recognized as a Barron’s Top Advisor from 2014-2018.