Michelle Magner
Partner at Socium Advisors known for developing an integrated 'defensive planning' framework and leading substantial firm growth from tens of millions to billions in assets under management while mentoring next-generation advisors.
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Mar 24, 2026 • 53min
Michelle Magner: Powering Growth Through an Integrated Framework
Michelle Magner, Partner at Socium Advisors known for creating a ‘defensive planning’ framework and scaling AUM massively. She discusses evolving from portfolio-only thinking to integrated defensive planning. Topics include mentoring next-gen advisors, scaling via pods and M&A, serving UHNW families, women in advising, and using AI as an efficiency tool while keeping human judgment.
