Michael Carlin Email & Phone Number
Executive Vice President @ Focus Partners Wealth
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Michael Carlin Location
- Phoenix, AZ, US
Michael Carlin Work
- Executive Vice President @ (May 2024 - Present)
- Managing Director of Retirement Plans and Insurance @ InterOcean Capital Group, LLC at The Colony Group (June 2022 - January 2025)
- Board Member @ (June 2015 - November 2021)
- Board Chair @ (August 2010 - February 2012)
- President @ Wealth Managment, LLC (May 2005 - June 2022)
- President @ Henry+Horne Wealth Management (May 2005 - June 2022)
- Founder, Principal @ (March 1998 - July 2003)
- Financial Advisor @ (July 1996 - March 1998)
- Administration @ (May 1995 - July 1996)
Michael Carlin Education
- Boston University
Advanced (School for Financial Planners)
1999-2000 - The George Washington University
BBA (Marketing)
1992-1996 - Framingham High School 1988-1992
Michael Carlin Skills
- Cash Flow
- Investment Banking
- Entrepreneurship
- Stocks
- Emerging Markets
- Asset Allocation
- Asset Management
- Accounting
- Estate Planning
- Financial Advisory
- Finance
- Financial Modeling
- Due Diligence
- Financial Services
- Investment Advisory
- Investment Management
- Investments
- Mergers
- Management
- Portfolio Management
- Mergers
- Retirement Planning
- Series 7
- Securities
- Valuation
- Strategic Financial Planning
- Wealth Management
- Research
- Strategic Financial
- Public Speaking
- Leadership
- Insurance
- Mergers and Acquisitions
- Strategic Planning
- Analytical Skill
- Retirement
- Integration
- Trading
- Financial Planning
- Financial Analysis
Michael Carlin Summary
- Michael Carlin, based in Phoenix, AZ, US, is currently a Executive Vice President at Focus Partners Wealth. Michael Carlin brings experience from previous roles at InterOcean Capital Group, LLC at The Colony Group, DEPCOM Power, Inc, HALO Animal Rescue and Wealth Managment, LLC. Michael Carlin holds a 1999 - 2000 Advanced in School for Financial Planners @ Boston University. With a robust skill set that includes Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets and more. Michael Carlin has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Focus Partners Wealth Employees
Jared Hoffman
Managing Director, Corporate Strategy
St. Louis, MO, US
Kristi de Grys
Managing Director, Investments
Kirkland, WA, US
Nadine Lee
Managing Director and President, Colony Family Office
New York, NY, US
Garry Taylor
Managing Director
New York, NY, US
Patrick Jamin
Managing Director - Referral Channels
Greenwich, CT, US
Liz Talbot
Managing Director and Senior Wealth Advisor
Hingham, MA, US
Stephen Stelljes
President of Client Services
Boston, MA, US
Gina Bradley
Chief Operating Officer and Legal Counsel
Boston, MA, US
Kurt Wunderlich
Regional Vice President
St. Louis, MO, US
John Paduano
Managing Director, Senior Portfolio Manager
New York, NY, US
Kevin Grogan
Chief Investment Officer
St. Louis, MO, US
Jeffrey Levine
Chief Planning Officer
St. Louis, MO, US
Dhruv Gupta
Chief Financial Officer
New York, NY, US
Vineeta Raketich
Managing Director, Client Service
Chicago, IL, US
Sean Quigley
Managing Director, Southeast
Tampa, FL, US
Jonathan Lee
Managing Director, Research
New York, NY, US
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