Mike Silane, Founder & Managing Partner
Most recently, Mike was the Managing Director of the South West Region for a global investment company. In this role, Mike oversaw eight investment teams across multiple states, ensuring a consistently high level of service delivery, associate development/training and strict compliance oversight. While in this role, Mike also managed some of the largest, most financially complex groups of clients at the firm.
Experience, education, leadership
30+ years of Wealth Management experience and progressive leadership roles
MBA, Finance – Loyola Marymount University, Los Angeles
CFA – Chartered Financial Analyst accreditation
The CFA designation is given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. To be eligible for the CFA designation, candidates must meet the following criteria:
1. Pass three rigorous, six-hour exams over several years
2. Have 4 years of acceptable professional work experience
3. Join the CFA Institute by committing to the CFA Institute's Code of Ethics and Standards of Professional Conduct
Equity strategy committee member – Reviewed internal/external equity managers for overall wealth management firm
Adjunct professor spanning 6 years with 2 California State Universities – taught corporate & personal finance
Finance Committee, St. Joseph Hospital
What ELSE?
Runs regularly (but not too far), golfs (but not very well)
Loves & watches the Yankees regularly but appreciates that most people hate them
Married 30+ years, two adult kids