![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
Membre du Comité d'Investissement chez
myCIO Wealth Partners LLC
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.
Postes actifs de Mike Finelli
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/09/2007 |
Anciens postes connus de Mike Finelli
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Mike Finelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
