Michele Tellstone
Chief Compliance Officer, Project Manager
Saratoga Springs, NY
Michele Tellstone began her career in the financial services industry in 1995. In 2015, Michele joined Minich MacGregor Wealth Management. As the firm’s Chief Compliance Officer, Michele oversees the firm’s adherence to industry regulations, monitors compliance processes, and ensures all policies and procedures align with current laws and best practices. As Project Manager, she leads key initiatives to streamline workflows, improve systems, and enhance client service delivery.
Michele earned her Bachelor of Science degree in Child Life Psychology from Utica College of Syracuse University. She holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management.
Outside of work, Michele enjoys spending her free time with her family. She also enjoys horseback riding and she is a volunteer at Therapeutic Horses of Saratoga.
Education
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Bachelor of Science, Utica College of Syracuse University
Professional License
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Series 65