Michael Battey Email & Phone Number
Co-Founder
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Michael Battey Location
- Ross, CA, US
Michael Battey Work
- Co-Founder @ Emerald Bay Wealth Management, LLC (March 2011 - Present)
- Managing Director, Office Head and Asset Allocation Committee member @ CIBC Atlantic Trust Private Wealth Management (July 2007 - March 2011)
- Member of Advisory Board @ (June 2004 - September 2007)
- Consultant @ Family Office, Wealth Management, Asset Management & Private Equity Fund Raising (March 2004 - July 2007)
- Managing Director @ Levensohn Venture Partners (July 2002 - February 2004)
- General Partner - Pyramid Technology Secondary Fund @ (July 2001 - July 2002)
- Managing Director - DLJ Asset Management Group @ (June 1998 - July 2001)
- Senior Vice President, Head of CA Offices and Senior Resident Officer in California @ Bessemer Trust Company, N.A. (May 1989 - June 1998)
- Consultant @ (October 1985 - May 1989)
- Assistant Vice President @ (March 1984 - October 1985)
- Assistant Secretary @ Chemical Bank (September 1980 - March 1984)
Michael Battey Education
- ABA National Trust School
n/a
1991-1991 - University of Southwestern Louisiana (now University of Louisiana at Lafayette)
n/a
1984-1984 - Williams College
BA
1976-1980 - Deerfield Academy 1973-1976
- GCDS 1968-1973
Michael Battey Skills
- Wealth Management
- Asset Management
- Investments
- Venture Capital
- Private Equity
- Hedge Funds
- Real Estate
- Trust Management
- Estate Planning
- Family Office Start-Up & Management
- Trust Company Office Start-Up & Management
- Trust
- Asset Managment
- Family Office
- Equities
- Alternative Investments
- Due Diligence
- Asset Allocation
- Portfolio Management
- Investor Relations
- Investment Strategies
- Financial Advisory
- Investment Management
- Fundraising
- Mutual Funds
- Start-ups
- Business Development
- Wealth Management Services
- Strategy
- Start Ups
- Family Office Start Up and Management
- Trust Company Office Start Up and Management
Michael Battey Summary
- Michael Battey, based in Ross, CA, US, is currently a Co-Founder at Emerald Bay Wealth Management, LLC. Michael Battey brings experience from previous roles at CIBC Atlantic Trust Private Wealth Management, SoHo Capital LLC, Family Office, Wealth Management, Asset Management & Private Equity Fund Raising and Levensohn Venture Partners. Michael Battey holds a 1991 - 1991 n/a @ ABA National Trust School. With a robust skill set that includes Wealth Management, Asset Management, Investments, Venture Capital, Private Equity and more. Michael Battey has 2 emails and 1 mobile phone numbers on RocketReach.
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