Mike Anderson, Cfa Email and Phone Number
Mike Anderson, Cfa work email
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Mike Anderson, Cfa personal email
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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.**
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Senior Wealth Strategy AssociateUbsSan Diego, Ca, Us
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Senior Wealth Strategy AssociateUbs Jul 2021 - PresentSan Diego, California, United StatesSenior Wealth Strategy Associate with Continuum Wealth Advisorshttps://advisors.ubs.com/continuum/ -
Senior Fixed Income Analyst, AvpBaird Jan 2019 - Jul 2021Milwaukee, Wi, United States• 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. -
Investment AnalystRobert W. Baird & Co. Sep 2016 - Jan 2019Milwaukee, Wisconsin, United States• 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.
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Investment SpecialistBaird Oct 2014 - Sep 2016Milwaukee, Wisconsin, United States• Prepared and analyzed detailed client performance reports for households and institutions averaging $30 million+ in AUM per household.• Created investment proposals for prospective clients.
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Registered Client Portfolio AssociateBaird Oct 2012 - Oct 2014Milwaukee, Wisconsin, United States• Performed operational tasks including asset transfers, new account onboarding and equity trading.• Corresponded with clients via phone and email to coordinate account activity.
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Junior AssociateAffiance Financial May 2009 - Sep 2012Minneapolis, Minnesota, United States• Created and compiled financial plans for over 600 clients and $450 million of assets under management. -
Operations Coordinator And Technology ManagerAffiance Financial Sep 2008 - May 2009Minneapolis, Minnesota, United States• Executed compliance oversight and maintenance procedures firm-wide to be in line with FINRA and SEC requirements
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InternAdvanced Wealth Management Group May 2007 - Aug 2008Minneapolis, Minnesota, United States• 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
Mike Anderson, Cfa Skills
Mike Anderson, Cfa Education Details
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Economics
Frequently Asked Questions about Mike Anderson, Cfa
What company does Mike Anderson, Cfa work for?
Mike Anderson, Cfa works for Ubs
What is Mike Anderson, Cfa's role at the current company?
Mike Anderson, Cfa's current role is Senior Wealth Strategy Associate.
What is Mike Anderson, Cfa's email address?
Mike Anderson, Cfa's email address is an****@****ail.com
What schools did Mike Anderson, Cfa attend?
Mike Anderson, Cfa attended University Of Minnesota-Twin Cities.
What skills is Mike Anderson, Cfa known for?
Mike Anderson, Cfa has skills like Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Investments, Financial Modeling, Strategic Financial Planning, Financial Analysis, Risk Management, Insurance, Investment Management, Estate Planning.
Who are Mike Anderson, Cfa's colleagues?
Mike Anderson, Cfa's colleagues are Ethan Harro, Flloyd Rewa.
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Michael Anderson, CFA
New York City Metropolitan Area4yahoo.com, cinctive.com, bamfunds.com, alger.com3 +121280XXXXX
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