Michael G. Kothakota, Ph.D.

Owner
Wolfbridge Wealth

Mike Kothakota has been a financial planning practitioner for over 20 years and is the owner of Wolfbridge Wealth, a Registered Investment Advisor firm. He is also Founder and Managing Partner of private equity firm Elarion Partners. Mike is the past Head of Research at CFP Board and teaches Ethics and Financial Mathematics in Columbia University's Wealth Management program.

Presentation(s):

• Ahead of the Curve: Psychology, Technology & Planning Strategies That Set You Apart

  Tuesday, November 4, 2025
  11:00 AM - 12:00 PM PDT