Michael Mansur, CFP®
Chief Executive Officer and Wealth Advisor
Michael began his career in the financial services industry at Lord Abbett in 1998, then continued to hone his profession as a Financial Advisor with Morgan Stanley and Stanford Financial. After joining Stifel in 2009, he served as a President’s Club Level Financial Advisor, providing executives and successful entrepreneurs with asset management and advanced financial planning services.
In 2015, Michael co-founded Castleview Partners, LLC, an independent Registered Investment Advisory firm where his primary focus was on providing objective guidance and advice to clients. Helping people achieve their lifetime financial goals and assisting them with all aspects of their financial well-being continues to be his passion.
Following that same passion, Michael also assists fellow entrepreneurial financial advisors. He chose to join ORG Partners, LLC as President in 2019, where he excels in business development and strategic partnership initiatives. A founding member of ORG Partners, Michael has recently elected to serve his own clients through the same firm. His philosophy, to which his clients have enthusiastically responded and affirmed, revolves around the creation and implementation of a comprehensive financial plan. His approach was designed and developed with corroboration of investment and risk management professionals.
Michael is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association. He is also a graduate of the Certified Investment Management Analyst (CIMA) program at the Haas School of Business at the University of California, Berkeley and the Investment Strategist Certificate Program at the University of Pennsylvania’s Wharton School of Business. In addition to FINRA Series 63 and 65 licenses, he holds a Life and Health Insurance license.
A 1997 graduate of Texas Christian University, Michael lives in Dallas with his wife and three children, where they enjoy a very active family life. Birdie, their white Labrador, rounds out the Mansur household.