![Mike Finelli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | 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 BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Corporate Officer/Principal | - |
Opleiding van Mike Finelli
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
7
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Finance |
myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | Finance |
St. Joseph's University
 St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
