Mike Finelli
Lid van de Investeringscommissie bij myCIO Wealth Partners LLC
Profiel
Mr. Michael D.
Finelli is a Partner at myCIO Wealth Partners LLC.
In this capacity, he works with high net worth individuals in designing, monitoring and implementing appropriate investment planning strategies.
He is also a member of myCIO's Institutional Services Group for defined contribution and defined benefit plans.
Mr. Finelli is the chairperson of myCIO's investment committee, where firm policy is set and investment alternatives are reviewed.
Prior to joining myCIO, he was a Manager with PricewaterhouseCoopers Investment Advisors.
In addition to his role as an Investment Counselor, Mr. Finelli also served on the PricewaterhouseCoopers Investment Advisors Board of Directors.
Prior to his work experience with PwC, he was an Associate Partner with Lockwood Advisors.
Mr. Finelli received his Bachelor of Science in Finance and an MBA with a concentration in Accounting from St. Joseph's University.
He holds the Certified Investment Management Analyst (CIMA) credential from the University of California - Berkeley, Haas School of Business.
Actieve functies van Mike Finelli
| Bedrijven | Functie | Begin |
|---|---|---|
myCIO Wealth Partners LLC
 myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Lid van de Investeringscommissie | 01-09-2007 |
Eerdere bekende functies van Mike Finelli
| Bedrijven | Functie | Einde |
|---|---|---|
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Corporate Officer/Principal | - |
Opleiding van Mike Finelli
| St. Joseph's University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
