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Michele Tellstone

Michele Tellstone

Chief Compliance Officer, Project Manager

Saratoga Springs, NY


Michele started her career in the investment industry in 2000 where she spent three years working as a Financial Advisor. From there, she spent more than 10 years working for a local independent broker-dealer. Michele joined the Minich MacGregor Wealth Management team in 2016.

Michele serves as the firm’s Chief Compliance Officer and Project Manager. She focuses her efforts on maintaining a cohesive interface with our clients. Michele is also in charge of the development and implementation of the firm’s initiative that enhances our team’s structure and client experience.

Michele attended Utica College of Syracuse University where she earned her Bachelor of Science degree in Child Life Psychology. 

Michele resides in Saratoga Springs with her husband, daughter, and two dogs. Outside the office, she enjoys spending time outside, horseback riding, and watching girls’ basketball.

Education

  • Bachelor of Science, Utica College of Syracuse University

Professional License

  • Series 65