Michael Bellody

Michael Bellody Email and Phone Number

Founder & CEO, Chief Portfolio Strategist, 2021 Qualifying Member, Million Dollar Round Table (MDRT), 2022 & 2023 Qualifying Member, MDRT Court of the Table @ Imperia Wealth Management
Michael Bellody's Location
Greater Boston, United States, United States
Michael Bellody's Contact Details
About Michael Bellody

As the Chief Portfolio Strategist at Imperia Wealth Management, Mike is in charge of designing and implementing the portfolio strategies we put together for our clients. With 26 years of experience, Mike brings a level of intellectual excellence rare to our industry.Mike began his career right out of college, with Prudential Financial, experiencing immediate success, qualifying for the 1995 Regional Business Conference, in his first year. In 1996, Mike transferred to Prudential Securities, officially beginning his investment management career. At the early age of 25, he was named Quantum Portfolio Manager, making him one of the youngest Portfolio Managers in Prudential’s history. In 1998, Mike accepted an opportunity to do the same at Merrill Lynch, where he was quickly recognized for his success, being named to the Merrill Lynch Executives Club that same year, before moving on to Mellon Advisor Services, where he was a Vice President, Financial Advisor & Board Member. In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments. Serving on many executive committees, Mike directly trained and mentored several of Fisher’s VPs nationally. Mike was part of a select group of tenured VPs instrumental in the incredible asset growth experienced over his nearly 16 years there. In 2019, Mike accepted the position of Wealth Manager with Securian Advisors of New England. He continued gaining recognition for his success, qualifying for Million Dollar Round Table (MDRT) as well as Securian’s Achiever’s Club in 2021. In 2022 he excelled further, qualifying for MDRT’s Court of the Table and Securian’s Excellence in Performance, Foundations Club & National Conference.In December of 2020, Mike founded Imperia Wealth Management with the mission of providing a Concierge Level Wealth Management experience to every client.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Michael Bellody's Current Company Details
Imperia Wealth Management

Imperia Wealth Management

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Founder & CEO, Chief Portfolio Strategist, 2021 Qualifying Member, Million Dollar Round Table (MDRT), 2022 & 2023 Qualifying Member, MDRT Court of the Table
Michael Bellody Work Experience Details
  • Imperia Wealth Management
    Founder & Ceo, Chief Portfolio Strategist
    Imperia Wealth Management Dec 2020 - Present
    Braintree, Ma, Us
    25 Braintree Hill Office ParkSuite 200Braintree, MA 02184781-428-4199
  • Mlb Cigar Ventures, Llc
    Founder
    Mlb Cigar Ventures, Llc Apr 2013 - Jan 2023
    Always showcasing his leadership and entrepreneurial spirit, Mr. Bellody Founded MLB Cigar Ventures, LLC in 2013. He has created six highly touted cigar blends, working with cigar legends, Manuel Quesada & Ernesto Perez Carrillo: Imperia, by Mike Bellody (Quesada)Imperia ISLERO (Quesada)Imperia Aventador (Quesada)David P. Ehrlich Tremont (Carrillo)David P. Ehrlich PLM Series (Carrillo)David P. Ehrlich 150th Aniiversary (Carrillo)
  • Securian Advisors Of New England
    Wealth Manager
    Securian Advisors Of New England Nov 2019 - Aug 2022
    Registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Securian Advisors of New England is independently owned and operated. Securian Financial is a registered trademark of Securian Financial Group, Inc., and it has been licensed for use by Securian Advisors of New England. 35 Braintree Hill Office Park Suite 106, Braintree MA 02184
  • Fisher Investments
    Vice President
    Fisher Investments Feb 2001 - Aug 2016
    Plano, Texas, Us
    Private Client GroupMulti-Year Member of Circle of Excellence
  • Mellon Financial
    Vice President/Financial Advisor
    Mellon Financial Aug 2000 - Feb 2001
    Us
    Mellon Advisor Services Division
  • Merrill Lynch
    Financial Advisor/Portfolio Manager
    Merrill Lynch Nov 1998 - Aug 2000
    New York, Ny, Us
    Member of 1999 Merrill Lynch Executives Club
  • Prudential Securities
    Financial Advisor/Quantum Portfolio Manager
    Prudential Securities Jul 1996 - Nov 1998
    San Francisco, California, Us
  • Prudential Financial
    Financial Services Representative
    Prudential Financial 1994 - 1996
    Newark, New Jersey, Us
    Member 1995 Prudential Regional Business Conference

Michael Bellody Skills

Asset Allocation Portfolio Management Investments Equities Alternative Investments Investment Advisory Wealth Management Investment Strategies Asset Management Fixed Income Securities Mutual Funds Asset Managment 401k Retirement Planning Investment Management Series 65 Financial Planning Bonds Financial Services Finance Financial Advisory Financial Analysis Management Leadership

Michael Bellody Education Details

  • Bentley University
    Bentley University
    Economics
  • South Catholic High School
    South Catholic High School
    General Studies

Frequently Asked Questions about Michael Bellody

What company does Michael Bellody work for?

Michael Bellody works for Imperia Wealth Management

What is Michael Bellody's role at the current company?

Michael Bellody's current role is Founder & CEO, Chief Portfolio Strategist, 2021 Qualifying Member, Million Dollar Round Table (MDRT), 2022 & 2023 Qualifying Member, MDRT Court of the Table.

What is Michael Bellody's email address?

Michael Bellody's email address is mb****@****nne.com

What is Michael Bellody's direct phone number?

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What schools did Michael Bellody attend?

Michael Bellody attended Bentley University, South Catholic High School.

What skills is Michael Bellody known for?

Michael Bellody has skills like Asset Allocation, Portfolio Management, Investments, Equities, Alternative Investments, Investment Advisory, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Securities, Mutual Funds.

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