Michael Kozak, JD, CFP®

Michael is a Senior Managing Director and Principal of East Coast Asset Management. Michael brings over ten years of experience to the team. Prior to joining East Coast, Michael was a Principal and the Director of Wealth Management with Cabot Money Management, Inc. in Salem, MA.  While at Cabot, Michael was responsible for overseeing the wealth management and tax preparation services for the firm. He also served as the firm’s Chief Compliance Officer. Prior to Cabot, Michael worked for The Colony Group, LLC in Boston, MA where he provided financial planning services to high net worth families and corporate executives as well as estate planning services through the firm’s affiliated law firm.

Michael received his B.A. from the University of Massachusetts at Amherst in Anthropology and earned his Juris Doctor from Boston University. Michael is admitted to practice law in Massachusetts and before the U.S. Tax Court. He also holds the Certified Financial PlannerTM (CFP®) designation and is a member of the Essex County Estate Planning Council.

In addition to his work with clients, Michael has frequently been quoted in both regional and national media such as The Wall Street Journal and The Boston Globe. He has appeared on CNBC and other news media as an industry expert to discuss how high net worth individuals can do their financial planning given the turbulent markets of today.  Michael is an avid writer and is particularly focused on the areas of estate and tax planning for individuals. In addition, Michael has a passion for the area of fiduciary liability and enjoys educating individuals, non-profit organizations, trustees and professional firms on how to fulfill their role as a fiduciary and protect their clients from fiduciary malpractice. His email is mkozak@eastcoastasset.com.