Michael A. Kiernan Email & Phone Number

I am a graduate of the Accelerated 3+1 MBA Program at Quinnipiac University. A finance major and economics minor, I graduated with my BS in 2019 with Cum Laude status, and my MBA in 2020. While at Quinnipiac university, I was a Division I Cross Country runner: 4x All-academic team and 1x All-Conference athlete. I was also named Captain of the team in my final year. I held positions as Study Hall monitor and business school tutor while getting my degrees and competing at the highest level in the NCAA.Post-College, I looked to further my career in the Finance Industry, specifically in Wealth Management/Financial Advising. In Summer 2019, I interned at the growing firm in the Greater Providence Area, Ivy Wealth Management. Here, I found my calling to work with people face-to-face on a daily basis; managing their financial planning and investments, while establishing meaningful relationships; all in hopes of making their lives easier, and their money secure. I started my career with Merrill (A Bank of America Company), gaining experience by developing relationships with clients day in and day out while servicing their accounts; acquiring my series 7 and 66 in the process. I left the company in May 2021 to pursue my goal of being a FA with Citizens Financial Group, where I would advise clients throughout several different branches in the Southern New England Area.During my short tenure with Citizens Securities, I was approached by my mentor from Ivy Wealth Management to assist servicing the on-going business that was growing too quickly for him alone to keep up with, as well as develop my own book; all while being trained one-on-one in detail by the seasoned veteran. I took the opportunity and started full time with Ivy Wealth as an Advisor in September 2021.I will work toward my CFP certification (2024-25) next. “Advisory Services offered through Ivy Wealth Advisors, a division of Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group LLC, an SEC-Registered Investment Advisor.”

Listed skills include Leadership, Automated External Defibrillator, Teamwork, Financial Modeling, and 14 others.