Michael Battey Location
- Ross, CA, US
Michael Battey Work
- 2011 - now Co-Founder @ Emerald Bay Wealth Management, LLC
- 2007 - 2011 Managing Director, Office Head and Asset Allocation Committee member @ CIBC Atlantic Trust Private Wealth Management
- 2004 - 2007 Member of Advisory Board @
- 2004 - 2007 Consultant @ Family Office, Wealth Management, Asset Management & Private Equity Fund Raising
- 2002 - 2004 Managing Director @ Levensohn Venture Partners
- 2001 - 2002 General Partner - Pyramid Technology Secondary Fund @
- 1998 - 2001 Managing Director - DLJ Asset Management Group @
- 1989 - 1998 Senior Vice President, Head of CA Offices and Senior Resident Officer in California @ Bessemer Trust Company, N.A.
- 1985 - 1989 Consultant @
- 1984 - 1985 Assistant Vice President @
- 1980 - 1984 Assistant Secretary @ Chemical Bank
Michael Battey Education
- ABA National Trust School
n/a (Graduate - ABA National Trust School)
1991 - 1991 - University of Southwestern Louisiana (now University of Louisiana at Lafayette)
n/a (Oil & Gas School)
1984 - 1984 - Williams College
BA (English Literature)
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 in Graduate - ABA National Trust School @ 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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