Mike Finelli

Medlem av Investeringskommittén på

myCIO Wealth Partners LLC

Finance

Consumer Services

Profil

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.

Aktiva positioner av Mike Finelli

Företag	Position	Start
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.	Medlem av Investeringskommittén	2007-09-01

Alla aktiva positioner av Mike Finelli

Tidigare kända positioner av Mike Finelli

Företag	Position	Slut
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.	Företagsledare/Principal	-

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Privata företag	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