Senior Portfolio Manager
Current
Jun 2021 - Present
AeroLeads people directory · profile
Michael Conerly, Cfa Email & Phone Number
Senior Portfolio Manager
at
Exencial Wealth Advisors
1 work email found
@exencialwealth.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager
Location
Charlotte, North Carolina, United States
Company size
Who is Michael Conerly, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Conerly, Cfa is listed as Senior Portfolio Manager at Exencial Wealth Advisors, a company with 56 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at exencialwealth.com and a matched LinkedIn profile for Michael Conerly, Cfa.
Michael Conerly, Cfa previously worked as Senior Financial Consultant at Wells Fargo and Team Lead and Sr. Portfolio Manager at Columbia Threadneedle Investments, Us. Michael Conerly, Cfa holds Bachelor'S Degree, Finance, General from The Ohio State University Fisher College Of Business.
Company email context
Email format at Exencial Wealth Advisors
This section adds company-level context without repeating Michael Conerly, Cfa's masked contact details.
*@exencialwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael Conerly, Cfa. Compare company email patterns before reaching out.
Profile bio
About Michael Conerly, Cfa
Fiduciary, client-facing professional with expertise managing High Net Worth customized tax-exempt and cross-over fixed income portfolios. In-depth knowledge of fixed income, financial markets, monetary policy and risk analysis. Pursuing CFP® certification, expected exam 2022.
Listed skills include Fixed Income, Investment Management, Asset Management, Mutual Funds, and 2 others.
Current workplace
Michael Conerly, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Exencial Wealth Advisors
6 roles · 30 years
Michael Conerly, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
Nov 2018 - May 2021
Team Lead And Sr. Portfolio Manager
Led team of senior portfolio managers with up to $3B in AUM. Contributed to the investment strategy parameters for new SMA product development.Full discretionary management of customized municipal and cross-over fixed income individual portfolios, based on client's specific risk tolerances, income needs and goals/objectives.
2003 - Nov 2017
Municipal Credit Analyst
Banc Of America Capital Management
Analyzed financial statements, interviewed management to make investment recommendations for non-profit hospital sector and southeastern general obligation issuers for primary/secondary markets.
2001 - 2003
~2 yrs
Nations Funds Oversight Analyst
Banc Of America Capital Management
Prepared ad hoc presentations for Quarterly Board of Directors deck, and Valuation Committee pricing analysis. Reviewed fund accounting vendor's NAV and yield factor calculations.
1998 - 2000
~2 yrs
Senior Fund Accountant And Financial Analyst
Bisys
As fund accountant, calculated and reviewed daily mutual fund net asset values (NAV) and daily income factors. As a financial analyst, responsible for annual and semiannual reports for multi billion dollar fund complex. Analyzed and monitored monthly budgets and fund expense ratios.
1996 - 1998
~2 yrs
Team & coworkers
Colleagues at Exencial Wealth Advisors
Other employees you can reach at exencialwealth.com. View company contacts for 56 employees →
SF
Suzanne Fitzgerald
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
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DB
David Bregger, Cfp
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
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JS
Jared Snider, Jd
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
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SK
Shelby King
Colleague at Exencial Wealth Advisors
Dallas-Fort Worth Metroplex, United States
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TM
Thomas Mcguigan
Colleague at Exencial Wealth Advisors
Old Lyme, Connecticut, United States, United States
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ED
Esmeralda Delarosa
Colleague at Exencial Wealth Advisors
Midland, Texas, United States, United States
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HH
Hailey Hernandez
Colleague at Exencial Wealth Advisors
San Antonio, Texas, United States, United States
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JB
John Brown
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
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GR
Galen Rasche, Cfp®
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
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KB
Kathryn Baroli
Colleague at Exencial Wealth Advisors
Cincinnati, Ohio, United States, United States
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Suzanne Fitzgerald
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
View →
DB
David Bregger, Cfp
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
View →
JS
Jared Snider, Jd
Colleague at Exencial Wealth Advisors
Oklahoma City, Oklahoma, United States, United States
View →
SK
Shelby King
Colleague at Exencial Wealth Advisors
Dallas-Fort Worth Metroplex, United States
View →
TM
Thomas Mcguigan
Colleague at Exencial Wealth Advisors
Old Lyme, Connecticut, United States, United States
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ED
Esmeralda Delarosa
Colleague at Exencial Wealth Advisors
Midland, Texas, United States, United States
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HH
Hailey Hernandez
Colleague at Exencial Wealth Advisors
San Antonio, Texas, United States, United States
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JB
John Brown
Colleague at Exencial Wealth Advisors
Dallas, Texas, United States, United States
View →
GR
Galen Rasche, Cfp®
Colleague at Exencial Wealth Advisors
Austin, Texas, United States, United States
View →
KB
Kathryn Baroli
Colleague at Exencial Wealth Advisors
Cincinnati, Ohio, United States, United States
View →
1 education record
Michael Conerly, Cfa education
FAQ
Frequently asked questions about Michael Conerly, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael Conerly, Cfa work for?
Michael Conerly, Cfa works for Exencial Wealth Advisors.
What is Michael Conerly, Cfa's role at Exencial Wealth Advisors?
Michael Conerly, Cfa is listed as Senior Portfolio Manager at Exencial Wealth Advisors.
What is Michael Conerly, Cfa's email address?
AeroLeads has found 1 work email signal at @exencialwealth.com for Michael Conerly, Cfa at Exencial Wealth Advisors.
Where is Michael Conerly, Cfa based?
Michael Conerly, Cfa is based in Charlotte, North Carolina, United States while working with Exencial Wealth Advisors.
What companies has Michael Conerly, Cfa worked for?
Michael Conerly, Cfa has worked for Exencial Wealth Advisors, Wells Fargo, Columbia Threadneedle Investments, Us, Banc Of America Capital Management, and Bisys.
Who are Michael Conerly, Cfa's colleagues at Exencial Wealth Advisors?
Michael Conerly, Cfa's colleagues at Exencial Wealth Advisors include Suzanne Fitzgerald, David Bregger, Cfp, Jared Snider, Jd, Shelby King, and Thomas Mcguigan.
How can I contact Michael Conerly, Cfa?
You can use AeroLeads to view verified contact signals for Michael Conerly, Cfa at Exencial Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Conerly, Cfa attend?
Michael Conerly, Cfa holds Bachelor'S Degree, Finance, General from The Ohio State University Fisher College Of Business.
What skills is Michael Conerly, Cfa known for?
Michael Conerly, Cfa is listed with skills including Fixed Income, Investment Management, Asset Management, Mutual Funds, Investments, and Portfolio Management.
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