![Mike LaMena](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>)
Profil
Mr. Michael A. LaMena is a Chief Executive Officer at Wealthspire Advisors LLC.
He brings nearly three decades of experience building, operating, and leading global wealth management organizations.
Prior to joining the firm, Mr. LaMena spent seven years at HighTower, serving as President and Chief Operating Officer, playing an instrumental leadership role in scaling the business from a start-up organization to a nationally recognized financial services firm.
He began his career in financial services with a 14-year tenure at Morgan Stanley & Co., where he served as Executive Director of Private Wealth Management Operations in New York, as well as Executive Director of Private Wealth Management for Asia in Hong Kong.
He received his undergraduate degree from the University of Notre Dame.
Postes actifs de Mike LaMena
| Sociétés | Poste | Début |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Directeur Général | - |
Anciens postes connus de Mike LaMena
| Sociétés | Poste | Fin |
|---|---|---|
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Wealthspire allocates client investment assets on a discretionary and non-discretionary basis primarily among mutual funds, exchange traded funds and separate account managers in accordance with the client’s designated investment objective(s). | Directeur Général | 11/09/2024 |
Strategic Wealth Management Group LLC
 Strategic Wealth Management Group LLC Investment ManagersFinance StratWealth uses various methods of security analysis and investment strategies in formulating investment advice and/or managing client assets. | Directeur Général | 21/10/2021 |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Directeur Général | 31/12/2020 |
Hightower Holding LLC
 Hightower Holding LLC Investment ManagersFinance Operates as a wealth management firm | President | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Mike LaMena
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Finance |
Hightower Holding LLC
Hightower Holding LLC Investment ManagersFinance Operates as a wealth management firm | Finance |
Strategic Wealth Management Group LLC
Strategic Wealth Management Group LLC Investment ManagersFinance StratWealth uses various methods of security analysis and investment strategies in formulating investment advice and/or managing client assets. | Finance |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Wealthspire allocates client investment assets on a discretionary and non-discretionary basis primarily among mutual funds, exchange traded funds and separate account managers in accordance with the client’s designated investment objective(s). | Finance |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Finance |
