Michael Wilhelm Email & Phone Number
Financial Advisor @ Lang Advisors, LLC
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Michael Wilhelm Location
- Cincinnati, OH, US
Michael Wilhelm Work
- 2025 -now Financial Advisor @
- 2019 -2025 Vice President and Senior Investment Officer @
- 2011 -2019 Portfolio Manager @
- 2007 -2011 Wealth Management Associate @
- 2005 -2007 Personal Banker @
Michael Wilhelm Education
- Northern Kentucky University
Master of Science (MS) (Master of Science (MS), Business Informatics)
2014-2020 - Northern Kentucky University
MBA (MBA, Finance)
2006-2009 - Vanderbilt University
B.A. (B.A., European History)
2001-2005
Michael Wilhelm Skills
- Wealth Management
- Portfolio Management
- Finance
- Investments
- Fixed Income
- Investment Management
- High Net Worth Individuals
- Strategic Financial Planning
- Mutual Funds
- Securities
- Wealth Management Services
- Corporate Finance
- Relationship Management
- Asset Allocation
- Asset Management
- Risk Management
- High Net Worth
- Consulting
- Fiduciary Services
- Operations
- Economic Policy
- Strategic Financial
- Services
Michael Wilhelm Summary
- Michael Wilhelm, based in Cincinnati, OH, US, is currently a Financial Advisor at Journey Advisory Group, LLC. Michael Wilhelm brings experience from previous roles at WesBanco and US Bank. Michael Wilhelm holds a 2014 - 2020 Master of Science (MS) in Master of Science (MS), Business Informatics @ Northern Kentucky University. With a robust skill set that includes Wealth Management, Portfolio Management, Finance, Investments, Fixed Income and more. Michael Wilhelm has 1 emails and 1 mobile phone numbers on RocketReach.
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