Meet Our Team
Syl Michelin, CFA
U.S. Expat Financial Advisor
Syl Michelin is a Chartered Financial Analyst and fee-only, fiduciary financial advisor who works with cross-border families and American expatriates.Â
Syl’s wealth management journey began in 2007 when he joined Citi Private Bank. He spent the following decade with Citi working as a Private Banker in some of the world’s financial hubs: Geneva, London, and most recently, New York City. In 2018, he joined Thun Financial as an International Investment Advisor and became a member of the firm’s investment committee.
Syl joined Walkner Condon in 2020 with the goal of building a client-centric practice in a boutique environment. With the ever-increasing complexity of cross-border investing and planning, Syl’s goal is to be a partner in his client’s success: simplifying their financial life so they can focus on what’s important to them, whether that’s running a business, focusing on their career or just spending time with family.
Syl was raised in France and graduated from the New York Institute of Technology. He holds the Chartered Financial Analyst designation and is a member of the Madison CFA Society.
Syl lives in Madison with his wife Melanie. In his spare time, he enjoys running and spending time in the Wisconsin outdoors. He was once an okay golfer, and also has created his own variety of yet unnamed cheese, which could be his claim to fame.
In the Spotlight
“An example of the type of clients we might work with would be a very international family. Maybe a client who has a very complex financial and tax situation as a result of having multiple jurisdictions they have to deal with. Most of our clients are U.S. expats and as a result, they always have to deal with U.S. rules when it comes to taxes, investments, and tax compliance. But many of our clients also live abroad and they have to comply and follow local rules in the countries where they reside.”