Michael N. Bapis

Michael N. Bapis, Managing Director with Vios Advisors at Rockefeller Capital Management, brings over 25 years of wealth management and private banking experience to the practice.

Michael is dedicated to assisting clients and families, institutions and professional athletes and entertainers by providing knowledgeable insight and highly personalized client service. In utilizing global asset allocation concepts and tactical investment strategies, Michael works with clients and families to create financial portfolios that align with long-term goals and optimize their wealth.

Michael began his career at Morgan Stanley in 1998, where he spent time in various departments learning a wide array of skills and knowledge within the financial services industry. A year later in 1999, Michael became a financial advisor. During this time, he was promoted to a Senior Vice President, Wealth Advisor and honored as a member of the prestigious Chairman’s Club — a group that highlights the top 150 advisors in the firm.

Michael joined Rockefeller Capital Management in September 2018. Prior to Rockefeller, Michael spent a decade at HighTower.

Michael is considered a thought leader in the financial services industry, having regularly appeared on CNBC’s Trading Nation and Worldwide Exchange, TD Ameritrade, Bloomberg TV and Yahoo Finance as well as quoted in CNNmoney.com, CNBC.com, Reuters, Financial Planning and Investment News. Michael has also been named to the Barron’s Top 1,200 Advisor List from 2014-2018, and 2020-2023, Forbes Best-In-State Wealth Advisors List from 2017-2020, and 2022 and Financial Times RIA in 2017.

As a NFLPA Registered Advisor , Michael understands the intricacies of financial planning for professional athletes, especially in the NFL. He is dedicated to providing the necessary resources, education and strategies to promote financial wellness and financial stability through the arc of every athlete’s career – from signing initial contracts all the way to ensuring a successful and stress-free retirement.

In his client-centric approach, Michael excels at managing relationships with the athletes, as well as their families and additional centers of influence, to encourage seamless communication and to create a strong bond of trust to create a lifetime of financial prosperity and stability for the duration of their careers and beyond.

Michael’s passion for philanthropy has had a tremendous impact on both his professional and personal life. As former Chairman of The Ronald McDonald House of New York Greek Division, Michael has led successful fundraising efforts that have raised over thousands of dollars in support of the organization. He was also named as the 2019 Honoree for the annual Tuesday’s Children Plandome Benefit, an award that recognizes a renowned individual in the community for their passion for volunteerism. Michael also wears a myriad of hats on local Long Island organizations and the Greek Community, including Leadership 100, Hellenic Hearts, Archangel Michael Church, HANAC and The Hellenic Initiative.

Michael earned both his B.A. degree and his MBA from The University of Utah in 1996 and 2004. Michael was a member of the golf team during his undergraduate career. In addition, Michael played basketball overseas at the American College of Greece from 1995-1996.

Michael lives on Long Island with his wife, Eleni and two daughters, Maria, 19 and Georgia, 16.

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated between 2017-2020, 2022 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

The Barron’s “Top 1200 Financial Advisors” rankings discussed above were designated between 2014-2018, 2020-2022 and last for a period of one year until new rankings are released.

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.