Michael Boardman Email & Phone Number
Senior Advisor @ Boston Consulting Group (BCG)
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Michael Boardman Location
- New York, NY, US
Michael Boardman Work
- Senior Advisor @ (January 2023 - Present)
- President, People's United Advisors (RIA); Executive Vice President, Head of Wealth Management @ (January 2020 - January 2023)
- Executive Vice President, Head of Wealth Management @ (January 2016 - January 2019)
- Senior Advisor @ (January 2016 - January 2016)
- Chief Executive Officer, Chase Wealth Management @ (January 2013 - January 2015)
- President, The Private Client Reserve @ (January 2008 - January 2013)
- Regional Chief Executive Officer, U.S. Trust (Midwest Region) @ (January 2004 - January 2008)
- Managing Director, U.S. Trust "Personal Wealth Solutions" @ (January 2003 - January 2004)
- Senior Vice President, U.S. Trust Investments Group @ (January 2002 - January 2003)
- Vice President, Schwab Business Strategy Group @ (January 2000 - January 2002)
- Business Integration Manager, Chase Global Asset Management and Private Banking @ (January 2000 - January 2000)
- Chief Operating Officer, Chase Global Investment Advisory, Chase Global Asset Management @ (January 1996 - January 2000)
- "Day One" Merger Coordinator, Chase Global Asset Management and Private Banking @ (January 1995 - January 1996)
- Corporate Strategy Officer, Chemical Bank Private Bank @ (January 1993 - January 1995)
- Client Advisor, Chemical Bank Private Bank @ (January 1986 - January 1993)
Michael Boardman Education
- Columbia Business School
Master of Business Administration (M.B.A.)
- Middlebury College
Bachelor of Arts (B.A.) (History major, Economics minor)
- Deerfield Academy
- Collegiate School
Activities and societies: Member (Board of Trustees (1997-2003); Vice Chair (2001-2003))
Michael Boardman Skills
- Wealth Management
- Investments
- Private Banking
- Asset Management
- Investment Management
- Banking
- Strategic Financial Planning
- Finance
- Portfolio Management
- Investment Advisory
- Mergers & Acquisitions
- Estate Planning
- Strategy
- Asset Managment
- Capital Markets
- Financial Planning
- Financial Services
- Strategic Planning
- Alternative Investments
- CRM
- Derivatives
- Fixed Income
- Business Planning
- Hedge Funds
- Mutual Funds
- Wealth
- Insurance
- Marketing Strategy
- Business Development
- Leadership Development
- Client Development
- Wealth Management Services
- New Business Development
- Strategic Financial
- Mergers and Acquisitions
Michael Boardman Summary
- Michael Boardman, based in New York, NY, US, is currently a Senior Advisor at Boston Consulting Group (BCG). Michael Boardman brings experience from previous roles at People's United Bank, N.A., HSBC, The Boston Consulting Group (BCG) and JPMorgan Chase & Co.. Michael Boardman holds a Master of Business Administration (M.B.A.) @ Columbia Business School. With a robust skill set that includes Wealth Management, Investments, Private Banking, Asset Management, Investment Management and more. Michael Boardman has 2 emails and 2 mobile phone numbers on RocketReach.
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