Mike Cregan
Head-Fixed Income Invts bij Icon Wealth Advisors LLC
Profiel
Mr. Michael J.
Cregan is a Managing Director & Head of Fixed Income Strategies at Icon Wealth Advisors LLC.
He has over 30 years of experience in fixed income management.
He is also a member of the Icon Wealth Partners Investment Committee.
Mr. Cregan began his career in 1985 in Paine Webber’s institutional fixed income group in New York City.
While at Paine Webber, he worked with some of the nation’s largest institutional fixed income clients including major money center banks, Fortune 500 insurance companies, and institutional money managers.
In 1990, he moved to Houston to continue his career in institutional fixed-income markets with Underwood Neuhaus, and later Texas Commerce Bank, Chase Securities, and JP Morgan Securities.
In 2002, Mr. Cregan was recruited to establish, manage and expand Houston-based Avalon Advisors’ taxable and municipal fixed income platforms.
He and his team managed several hundred accounts for ultra-high-net-worth clients and family offices across multiple strategies including ultra-short tax-free, taxable and customized municipal fixed income portfolios.
He graduated from Washington and Lee University in Lexington, VA where he earned a BA in Economics in 1985.
Actieve functies van Mike Cregan
| Bedrijven | Functie | Begin |
|---|---|---|
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Head-Fixed Income Invts | 01-08-2022 |
Eerdere bekende functies van Mike Cregan
| Bedrijven | Functie | Einde |
|---|---|---|
Icon Wealth Partners LLC
 Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Head-Fixed Income Invts | 05-10-2022 |
Elevation LLC
 Elevation LLC Investment Banks/BrokersFinance Elevation LLC is an independent broker-dealer headquartered in Charlotte, North Carolina. The firm was founded by Jordan Meranus and Patrick Sheehan in 2006. Elevation focuses on agency execution for its institutional clients across multiple platforms. | Corporate Officer/Principal | 31-12-2012 |
| Chase Bank of Texas NA | Corporate Officer/Principal | 31-12-2002 |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - |
Underwood, Neuhaus & Co., Inc.
 Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Corporate Officer/Principal | - |
Opleiding van Mike Cregan
| Washington & Lee University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Elevation LLC
Elevation LLC Investment Banks/BrokersFinance Elevation LLC is an independent broker-dealer headquartered in Charlotte, North Carolina. The firm was founded by Jordan Meranus and Patrick Sheehan in 2006. Elevation focuses on agency execution for its institutional clients across multiple platforms. | Finance |
| PaineWebber, Inc. | Finance |
Underwood, Neuhaus & Co., Inc.
Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Finance |
| Chase Bank of Texas NA | Finance |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
JPMorgan Investment Bank
 JPMorgan Investment Bank Investment Banks/BrokersFinance JPMorgan Investment Bank operates as an investment banking firm. The company is headquartered in Houston, TX. | Finance |
