Michael Chisick Email & Phone Number
Managing Director, Senior Portfolio Manager @ One Capital Management, LLC
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Michael Chisick Location
- United States
Michael Chisick Work
- 2026 -now Managing Director, Senior Portfolio Manager @
- 2016 -2025 Senior Portfolio Manager @
- 2015 -2016 Vice President, Senior Portfolio Manager @
- 2011 -2014 Vice President, Wealth Advisor @
- 2010 -2011 Financial Advisor @
- 2007 -2010 Vice President, Sales Trading @
- 2003 -2007 Director, Sales Trading @
- 1998 -2001 Founder, Director @ WEC Co, Ltd.
- 1996 -1998 Coordinator for International Relations @ Miyazaki Prefectural Government
Michael Chisick Education
- University of Pennsylvania - The Wharton School
Master of Business Administration (MBA) (Finance, General)
2001-2003 - Union College
Bachelor of Arts (B.A.) (East Asian Studies; Japanese)
1992-1996 - Middlebury College
(Japanese Language)
1994-1995
Michael Chisick Skills
- Wealth Management
- Investment Advisory
- Relationship Management
- Asset Management
- Financial Services
- Asset Allocation
- Estate Planning
- Strategic Planning
- Retirement Planning
- Banking
- Credit
- Portfolio Management
- Investments
- Finance
- Equities
- Financial Analysis
- Strategic Financial Planning
- Customer Service
- Risk Management
- Trust Services
- Insurance
- Long-term Care
- Mortgage Lending
- Business Development
- Lines Of Credit
- Creative Financing Strategies
- Bilingual Communications
- Japanese Culture
- Microsoft Office
- Japanese Language Proficiency Test
- Negotiation
- Public Speaking
- Mergers & Acquisitions
- Financial Modeling
- Financial Planning
- Mutual Funds
Michael Chisick Summary
- Michael Chisick, based in United States, is currently a Managing Director, Senior Portfolio Manager at One Capital Management, LLC. Michael Chisick brings experience from previous roles at TIAA, Bank of Hawaii and Morgan Stanley Wealth Management. Michael Chisick holds a 2001 - 2003 Master of Business Administration (MBA) in Finance, General @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Wealth Management, Investment Advisory, Relationship Management, Asset Management, Financial Services and more. Michael Chisick has 2 emails and 2 mobile phone numbers on RocketReach.
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