Mike Weinberg, J.D., CFA

Advisor

Mike serves as a strategic advisor to Orchid Advisory, providing guidance across the full spectrum of wealth management considerations, including investment strategy, portfolio construction, estate and tax planning, philanthropy, and family governance. He brings extensive experience working with ultra-high-net-worth families to help address complex, multi-generational challenges.

Before joining our team, Mike served as the Chief Operating Officer at Carlson Capital and has been involved with multiple family offices. He is currently the Board Chair of the Dallas Jewish Community Foundation. He holds a B.A. in Plan II Honors and a Juris Doctor, both from the University of Texas at Austin.