Michael Walsh Cfp®
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Michael Walsh Cfp® Email & Phone Number

Partner, at Moneta Group at Moneta
Location: Boulder, Colorado, United States 5 work roles 2 schools
1 work email found @mac.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@mac.com
LinkedIn Profile matched
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Current company
Moneta
Role
Partner, at Moneta Group
Location
Boulder, Colorado, United States
Company size
345 employees

Who is Michael Walsh Cfp®? Overview

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Quick answer

Michael Walsh Cfp® is listed as Partner, at Moneta Group at Moneta, a company with 345 employees, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at mac.com and a matched LinkedIn profile for Michael Walsh Cfp®.

Michael Walsh Cfp® previously worked as Partner at Moneta and Managing Partner, Branch Manager at Juniper Wealth Advisors. Michael Walsh Cfp® holds Ba, History from University Of Michigan.

Company email context

Email format at Moneta

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*@mac.com
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AeroLeads found 1 current-domain work email signal for Michael Walsh Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michael Walsh Cfp®

Having worked in the investment management business since 2001, I truly enjoy working with individual investors. With five years of experience representing institutional asset managers, I strive to bring that perspective on investing to my clients. I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in early 2007.I am committed to building long-term relationships with clients. I believe that open and ongoing dialogue is crucial for successful investing. I listen carefully to clients' financial and life goals. I work closely with clients to build diverse, customized investment portfolios with those goals in mind.Please contact me via email mwalsh@monetagroup.com or by phone 303-800-1553.

Listed skills include Investments, Mutual Funds, Financial Services, Financial Advisory, and 8 others.

Current workplace

Michael Walsh Cfp®'s current company

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Moneta
Moneta
Partner, at Moneta Group
st. louis, missouri, united states
Website
monetagroup.com
Employees
345
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5 roles

Michael Walsh Cfp® work experience

A career timeline built from the work history available for this profile.

Partner

Current
Moneta

Boulder, Colorado, United States

Mar 2024 - Present

Managing Partner, Branch Manager

Juniper Wealth Advisors

Boulder, CO

We are an independent wealth management practice that works closely with our clients to develop sound strategies for their financial futures through pure, unbiased investment advice, collaborative relationships.

Jul 2009 - Feb 2024

Cfp - Senior Investment Management Specialist - Financial Advisor

Smith Barney

Advised high net worth and high income individuals and families on how to appropriately manage their investments -- retirement, education, business, and real estate holdings.Followed a client-centric and ethical approach to meeting long term objectives.

Feb 2001 - Jul 2009

Vp - Regional Sales Director

Citigroup Asset Management

Managed regional territory as external wholesaler of Citigroup's then proprietary mutual fund and annuity platform. Surpassed goals for sales and market share. Territory was large and disparate, but I continue to maintain contact with many of my clients to this day.

Mar 1998 - Feb 2001

Internal Wholesaler

Nuveen Investments

After relatively rapid promotion from the advisor desk, worked to support regional sales director. Duties included in-depth knowledge of platform and products, sales support, strategic marketing, and advisor interface.

Jul 1996 - Jun 1998
Team & coworkers

Colleagues at Moneta

Other employees you can reach at monetagroup.com. View company contacts for 345 employees →

LG Laura Gunnels Laura Gunnels Colleague at Moneta St Louis, Missouri, United States, United States View → HL Hunt Lucas Hunt Lucas Colleague at Moneta St Louis, Missouri, United States, United States View → CH Cameron Houser Cameron Houser Colleague at Moneta Columbia, Missouri, United States, United States View → DW Daniel West Daniel West Colleague at Moneta St Louis, Missouri, United States, United States View → SM Sarah Meyer Sarah Meyer Colleague at Moneta St Peters, Missouri, United States, United States View → DW Derek Wilton, Cpa, Cfp® Derek Wilton, Cpa, Cfp® Colleague at Moneta Greater St. Louis, United States View → JT Julie Thomas Sward, Jd, Aep®, Cfp® Julie Thomas Sward, Jd, Aep®, Cfp® Colleague at Moneta United States, United States View → JK Julie Kehlenbrink Julie Kehlenbrink Colleague at Moneta St Louis, Missouri, United States, United States View → BE Brewster Ellis Brewster Ellis Colleague at Moneta Kansas City, Missouri, United States, United States View → LB Lisa Bedell Lisa Bedell Colleague at Moneta St Louis, Missouri, United States, United States View →
2 education records

Michael Walsh Cfp® education

Education record

Evanston Township High School
FAQ

Frequently asked questions about Michael Walsh Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Walsh Cfp® work for?

Michael Walsh Cfp® works for Moneta.

What is Michael Walsh Cfp®'s role at Moneta?

Michael Walsh Cfp® is listed as Partner, at Moneta Group at Moneta.

What is Michael Walsh Cfp®'s email address?

AeroLeads has found 1 work email signal at @mac.com for Michael Walsh Cfp® at Moneta.

Where is Michael Walsh Cfp® based?

Michael Walsh Cfp® is based in Boulder, Colorado, United States while working with Moneta.

What companies has Michael Walsh Cfp® worked for?

Michael Walsh Cfp® has worked for Moneta, Juniper Wealth Advisors, Smith Barney, Citigroup Asset Management, and Nuveen Investments.

Who are Michael Walsh Cfp®'s colleagues at Moneta?

Michael Walsh Cfp®'s colleagues at Moneta include Laura Gunnels, Hunt Lucas, Cameron Houser, Daniel West, and Sarah Meyer.

How can I contact Michael Walsh Cfp®?

You can use AeroLeads to view verified contact signals for Michael Walsh Cfp® at Moneta, including work email, phone, and LinkedIn data when available.

What schools did Michael Walsh Cfp® attend?

Michael Walsh Cfp® holds Ba, History from University Of Michigan.

What skills is Michael Walsh Cfp® known for?

Michael Walsh Cfp® is listed with skills including Investments, Mutual Funds, Financial Services, Financial Advisory, Retirement, Finance, Retirement Planning, and Asset Allocation.

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