Micheal Upshaw Jr.

Client Service Associate

Chicago, IL
Micheal Upshaw Jr..

Client Services

Micheal is a Client Service Associate with The Colony Group, where he is responsible for client onboarding, account maintenance, and money movement tasks.

Prior to joining the firm, Micheal worked for InterOcean Capital as a Client Service Associate, and at Wood Financial Group, LLC as a Client Relations Administrator.  

Micheal has a Bachelors in Business Administration with a concentration in Finance from Middle Tennessee State University. Micheal is currently completing the coursework required to sit for the CFP® exam. Outside of the office, Micheal enjoys spending time with family and friends and staying active.