Michael Finelli Email & Phone Number
Partner - Investment Adviser @ myCIO Wealth Partners
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Michael Finelli Location
- Philadelphia, PA, US
Michael Finelli Work
- 2021 - now Board Member @
- 2015 - now Partner - Investment Adviser @
- 2007 - 2015 Investment Adviser @
- 2003 - 2007 Investment Adviser @
- 1999 - 2003 Lockwood Advisers - Portfolio Design Team @
- 1998 - 1999 Product Analyst @
Michael Finelli Education
- Saint Joseph's University
Master of Business Administration
1998 - 2001 - Saint Joseph's University
Bachelor of Science (Finance)
1993 - 1997
Michael Finelli Skills
- Investments
- Mutual Funds
- High Net Worth Individuals
- Wealth Management Services
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Wealth
- Wealth Management
- Securities
- Fixed Income
- Investment Advisory
- Retirement Planning
Michael Finelli Summary
- Michael Finelli, based in Philadelphia, PA, US, is currently a Partner - Investment Adviser at myCIO Wealth Partners. Michael Finelli brings experience from previous roles at Overbrook School for the Blind, myCIO Wealth Partners, PricewaterhouseCoopers and BNY Mellon. Michael Finelli holds a 1998 - 2001 Master of Business Administration @ Saint Joseph's University. With a robust skill set that includes Investments, Mutual Funds, High Net Worth Individuals, Wealth Management Services, Asset Allocation and more. Michael Finelli has 2 emails and 1 mobile phone numbers on RocketReach.
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Top myCIO Wealth Partners Employees
Phil Bonelli
Financial Advisor
Philadelphia, PA, US
Anthony Kpodi
Controller
Philadelphia, PA, US
Joseph Granahan
Manager
Philadelphia, PA, US
Ross Harryhill
Senior Analyst
Philadelphia, PA, US
Ethan Kohanik
Manager
Philadelphia, PA, US
Adrian Verueco
Partner and Chief Financial Officer
Philadelphia, PA, US
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