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Mike Anderson, Cfa Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate
Location
San Diego, California, United States
Company size
Who is Mike Anderson, Cfa? Overview
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Quick answer
Mike Anderson, Cfa is listed as Senior Wealth Strategy Associate at UBS, a with 118049 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Mike Anderson, Cfa.
Mike Anderson, Cfa previously worked as Senior Fixed Income Analyst, AVP at Baird and Investment Analyst at Robert W. Baird & Co.. Mike Anderson, Cfa holds Bachelor Of Arts - Quantitative, Economics from University Of Minnesota-Twin Cities.
Company email context
Email format at UBS
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*@ubs.com
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Profile bio
About Mike Anderson, Cfa
My current role is a Senior Wealth Strategy Associate at UBS in La Jolla, CA with Continuum Wealth Advisors. Primary responsibilities include portfolio management, financial advising, investment research, trading, and manager due diligence.I am a CFA charterholder with 16 years experience in the financial services industry. Formerly worked for Robert W. Baird in Milwaukee, WI with the Private Asset Management team as a Senior Fixed Income Analyst before relocating to San Diego./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Listed skills include Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, and 17 others.
Current workplace
Mike Anderson, Cfa's current company
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Ubs
10 roles
Mike Anderson, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate with Continuum Wealth Advisorshttps://advisors.ubs.com/continuum/
Senior Fixed Income Analyst, Avp
• Assist in managing $1.3 billion+ in fixed income assets for institutional investors and high net worth individuals.• Analyze and make recommendations on individual municipal and corporate bond issues for $950 million+ in over 250 separately managed fixed income accounts.• Present analysis and performance attribution on 20+ recommended fixed income mutual funds monthly to team investment committee.• Maintain portfolios in accordance with investment policy statement constraints and ESG/SRI compliance.• Conduct regular due diligence meetings with mutual fund portfolio managers.• Promoted to Assistant Vice President officer position in 2020.
Jan 2019 - Jul 2021
Investment Analyst
• Analyzed client portfolio and asset class performance to provide attribution compared to benchmarks and diagnose potential issues in reporting software on $13 billion+ AUM.• Led transition of $1 billion+ in fixed income assets to new portfolio management software, Perform Investortools, and took on role as program expert.• Monitored economic conditions and bond market valuations to recommend tactical asset allocation adjustments for diversified fixed income strategies.• Performed economic research for inclusion in quarterly client presentations.
Sep 2016 - Jan 2019
Investment Specialist
• Prepared and analyzed detailed client performance reports for households and institutions averaging $30 million+ in AUM per household.• Created investment proposals for prospective clients.
Oct 2014 - Sep 2016
Registered Client Portfolio Associate
• Performed operational tasks including asset transfers, new account onboarding and equity trading.• Corresponded with clients via phone and email to coordinate account activity.
Oct 2012 - Oct 2014
Junior Associate
• Created and compiled financial plans for over 600 clients and $450 million of assets under management.
May 2009 - Sep 2012
Operations Coordinator And Technology Manager
• Executed compliance oversight and maintenance procedures firm-wide to be in line with FINRA and SEC requirements
Sep 2008 - May 2009
Intern
Advanced Wealth Management Group
• Prepared financial reports for high net-worth clientele• Assisted in the presentation of various events for over 300 clients• Created questionnaire in Microsoft Word that is sent out semiannually to the client base
May 2007 - Aug 2008
Team & coworkers
Colleagues at UBS
Other employees you can reach at ubs.com. View company contacts for 118049 employees →
AB
Annette Barrett
Colleague at UbsLondon, England, United Kingdom
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SL
Sylvie Le Rumeur
Colleague at UbsGreater Paris Metropolitan Region, France
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SH
Stuart Harper
Colleague at UbsLondon, England, United Kingdom
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MI
Makoto Ishii
Colleague at UbsGreater Tokyo Area, Japan
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CD
Christian D. Müller, Dr.
Colleague at UbsZurich, Switzerland
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CC
Christopher Chapin, Cfp®
Colleague at UbsUnited States
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KB
Konrad Brand
Colleague at UbsZurich, Switzerland
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SV
Subrahmanyam Venkata Twarakavi
Colleague at UbsSecunderābād, Telangana, India
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SD
Sofia Dimitri
Colleague at UbsZurich, Switzerland
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ND
Noah Dellsperger
Colleague at UbsSteffisburg, Berne, Switzerland
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Annette Barrett
Colleague at UbsLondon, England, United Kingdom
View →
SL
Sylvie Le Rumeur
Colleague at UbsGreater Paris Metropolitan Region, France
View →
SH
Stuart Harper
Colleague at UbsLondon, England, United Kingdom
View →
MI
Makoto Ishii
Colleague at UbsGreater Tokyo Area, Japan
View →
CD
Christian D. Müller, Dr.
Colleague at UbsZurich, Switzerland
View →
CC
Christopher Chapin, Cfp®
Colleague at UbsUnited States
View →
KB
Konrad Brand
Colleague at UbsZurich, Switzerland
View →
SV
Subrahmanyam Venkata Twarakavi
Colleague at UbsSecunderābād, Telangana, India
View →
SD
Sofia Dimitri
Colleague at UbsZurich, Switzerland
View →
ND
Noah Dellsperger
Colleague at UbsSteffisburg, Berne, Switzerland
View →
1 education record
Mike Anderson, Cfa education
FAQ
Frequently asked questions about Mike Anderson, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Anderson, Cfa work for?
Mike Anderson, Cfa works for UBS.
What is Mike Anderson, Cfa's role at UBS?
Mike Anderson, Cfa is listed as Senior Wealth Strategy Associate at UBS.
What is Mike Anderson, Cfa's email address?
AeroLeads has found 1 work email signal at @ubs.com for Mike Anderson, Cfa at UBS.
Where is Mike Anderson, Cfa based?
Mike Anderson, Cfa is based in San Diego, California, United States while working with UBS.
What companies has Mike Anderson, Cfa worked for?
Mike Anderson, Cfa has worked for Ubs, Baird, Robert W. Baird & Co., Affiance Financial, and Advanced Wealth Management Group.
Who are Mike Anderson, Cfa's colleagues at UBS?
Mike Anderson, Cfa's colleagues at UBS include Annette Barrett, Sylvie Le Rumeur, Stuart Harper, Makoto Ishii, and Christian D. Müller, Dr..
How can I contact Mike Anderson, Cfa?
You can use AeroLeads to view verified contact signals for Mike Anderson, Cfa at UBS, including work email, phone, and LinkedIn data when available.
What schools did Mike Anderson, Cfa attend?
Mike Anderson, Cfa holds Bachelor Of Arts - Quantitative, Economics from University Of Minnesota-Twin Cities.
What skills is Mike Anderson, Cfa known for?
Mike Anderson, Cfa is listed with skills including Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Investments, Financial Modeling, Strategic Financial Planning, and Financial Analysis.
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