Mike Traynor, Cfa

Mike Traynor, Cfa Email and Phone Number

Chief Investment Officer and Wealth Advisor @ Financial Coach
West Chester, PA, US
Mike Traynor, Cfa's Location
West Chester, Pennsylvania, United States, United States
Mike Traynor, Cfa's Contact Details
About Mike Traynor, Cfa

Partner and Fee Only Financial Advisor at Financial Coach and The New Wealth Project. Based in West Chester, PA. our team of credentialed financial planning professionals assist individuals and families in or approaching retirement with financial planning and investment management. Learn more at our website www.financialcoachgroup.comAt The New Wealth Project we help young families and professionals create and manage their financial plan. Learn more at our website thenewwealthproject.comInvestment Advice offered through FC Advisory LLC, a registered investment advisor doing business as Financial Coach.

Mike Traynor, Cfa's Current Company Details
Financial Coach

Financial Coach

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Chief Investment Officer and Wealth Advisor
West Chester, PA, US
Website:
financialcoachgroup.com
Employees:
31
Mike Traynor, Cfa Work Experience Details
  • Financial Coach
    Chief Investment Officer And Wealth Advisor
    Financial Coach
    West Chester, Pa, Us
    View
  • Financial Coach
    Chief Investment Officer & Wealth Advisor
    Financial Coach Jan 2014 - Present
    West Chester, Pa, Us
    View
  • Etfia, Llc
    Partner
    Etfia, Llc Jan 2012 - Dec 2013
    Provides consulting and advisory services to institutions, primarily within the asset management and ETF industry
  • National Stock Exchange
    Svp, Head Of Strategy
    National Stock Exchange Jan 2007 - Dec 2011
    Managed and implemented Exchange strategy in collaboration with Sales, Technology, Legal, Regulatory, and Finance/Ops divisions
  • Mindcapital Group, Lp
    Partner
    Mindcapital Group, Lp Apr 2004 - Jan 2007
    Acted as strategic advisor to the world's largest ETF issuer, focusing on product strategy, capital markets, competitive positioning, and sales force educationProvided consulting services for a national securities exchange during its demutualization, restructuring, capital raise, and implementation of a new business model and technology platform
  • Susquehanna International Group
    Business Development
    Susquehanna International Group Jan 2001 - Apr 2004
    Bala Cynwyd, Pennsylvania, Us
    Managed external relationships with ETF issuers, asset managers, exchanges, index providers, and other industry practitionersResponsible for new product development and implementation
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  • Vanguard Group
    New Fund Development
    Vanguard Group 1992 - 2001
    Valley Forge, Pa, Us
    Managed team responsible for assessing and implementing new fund initiatives Directed strategy and product development for Vanguard's retail brokerage business
    View

Mike Traynor, Cfa Education Details

  • Boston College
    Boston College
    Finance
  • Villanova University
    Villanova University
    Mba

Frequently Asked Questions about Mike Traynor, Cfa

What company does Mike Traynor, Cfa work for?

Mike Traynor, Cfa works for Financial Coach

What is Mike Traynor, Cfa's role at the current company?

Mike Traynor, Cfa's current role is Chief Investment Officer and Wealth Advisor.

What is Mike Traynor, Cfa's email address?

Mike Traynor, Cfa's email address is mt****@****hoo.com

What schools did Mike Traynor, Cfa attend?

Mike Traynor, Cfa attended Boston College, Villanova University.

Who are Mike Traynor, Cfa's colleagues?

Mike Traynor, Cfa's colleagues are Jeff Mastronardo, Cfp®, Cheryl Diane Allen, Alex Aros, Vaibhav Pandit, Olivia Kryder, Crpc®, Owen Mulhern, Iv Cfp®.

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