Mike Parsons is the Family Office Advisor for Capital Investment Advisors (CIA). In this role, he works directly with Mitch Reiner, Wes Moss, Ansur Ahmed, and Remington Hasty to deliver our suite of high-touch, family office services for individuals and families. Mike delivers our Family Office value proposition by delivering a thoughtful approach to comprehensive private and public investment allocation and advice as well as family advisor coordination across tax, estate planning, insurance, charitable and family planning. Mike is a CFA charterholder, CFA Institute and joined to lead CIA’s Family Office in 2022.
Mike has also earned the Certified Private Wealth Advisor® (CPWA®) certification, an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth families, focusing on the life cycle of wealth: accumulation, preservation, and distribution. In practice, Mike understands how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. To earn certification, he completed coursework in advanced wealth management strategies at the University of Chicago Booth School of Business, and passed a comprehensive examination covering 11 core topics, including planning for closely held businesses, applied behavioral finance, charitable giving, estate planning, and wealth transfer.
In the decade prior to his joining CIA, Mike was a Director at RBC Capital Markets managing institutional equity relationships. There he developed a keen sense for the ‘how’ and ‘why’ of markets as he worked closely with Wall Street analysts and corporate investor relations teams to deliver relevant insights to his hedge fund, mutual fund, and pension fund clients in the Southeastern US. Before that, Mike served ultra-high-net-worth families at Lehman Brothers and UBS Wealth Management.
Mike is a proud Texan and graduate of Auburn University, where he earned a Bachelor of Science in Accounting with honors. He and his wife, Laura, stay busy in and around Atlanta with their four young children. When he isn’t coaching his kids in various sports, Mike enjoys cooking, skiing, fishing, paddleboarding, hunting, and anything related to the mountains. He also loves to read, learn, and discuss a wide range of subjects. Mike and his family are members of Christ Covenant Church.
