Michael Repak, CPA/PFS
Michael Repak is a Vice President / Senior Estate Planner with Janney Montgomery Scott LLC. He is a key resource with Firm’s Wealth Management Department based in the Philadelphia, PA headquarters. He provides assistance in all aspects of financial, tax, and estate planning issues to Janney’s nearly 800 Financial Advisors and their clients.
Prior to joining Janney, Mr. Repak had a solo law practice concentrating in elder law and estate planning. Previously he was a Senior Tax Manager at KPMG. He has also held a similar position at Arthur Andersen LLP where he was responsible for that firm’s Human Capital Consulting practice in Philadelphia. He was with Andersen in New York City for several years where his clients included high net worth individuals and multi-national corporations. He has also held executive positions with Estee Lauder, Inc. before and after its IPO, and worked on matters pertaining to the company, the founding family and key executive compensation arrangements for employees in the US and abroad.
Mr. Repak earned his Bachelor’s degree from William Patterson University in Wayne, New Jersey, and has a Master’s degree University of Wisconsin in Madison, Wisconsin. He has a CPA/PFS credential, and Series 7 and 66 securities licenses. He received his J.D. from the University of Florida and his LL.M. in Tax Law from NYU. He has been an adjunct professor in the MBA program at Temple University and is a frequently sought-after speaker for professional conferences and events. Mr. Repak has served on several non-profit and civic boards, is a graduate of Leadership Philadelphia and is a member of the Union League of Philadelphia.State: Pennsylvania