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Mike Beck, Cfa Email & Phone Number
Managing Director
at
Actuarial Business Solutions, LLC
1 work email found
@adatainc.com
4 phones found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Mill Valley, California, United States
Company size
Who is Mike Beck, Cfa? Overview
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Quick answer
Mike Beck, Cfa is listed as Managing Director at Actuarial Business Solutions, LLC, a company with 6 employees, based in Mill Valley, California, United States. AeroLeads shows a work email signal at adatainc.com, phone signal with area code 212, and a matched LinkedIn profile for Mike Beck, Cfa.
Mike Beck, Cfa previously worked as Member at Forum 400 and Board Trustee at Mark Day School. Mike Beck, Cfa studied at Miami University.
Company email context
Email format at Actuarial Business Solutions, LLC
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*@adatainc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mike Beck, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mike Beck, Cfa
Mr. Beck specializes in investment and insurance advisory services for high net worth clients and business owners. He is a Managing Director of Actuarial Business Solutions (“ABS”), which is the designer of the Benefit Focused defined benefit plan. The ABS designed plan offers a unique approach to maximizing contributions to a qualified plan for business owners and pass through entities. He is also a Managing Producer for The QLS Program, LLC that accesses qualified money resulting in reduced taxes, maximized wealth transfer, increased philanthropy and greater retirement income. Prior to joining ABS and QLS he spent 18 years with various hedge funds and asset managers, both on the investment side and leverage finance. He has managed over $600MM in assets and lead deal teams to close over $1 billion in debt and equity capital. His investment experience includes capital structure arbitrage, corporate restructurings, distressed investments and bankruptcies. Mr. Beck graduated cum laude from Miami University (OH) with a degree in Finance. He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society of San Francisco. Mike is an Investment Advisor Representative with Cambridge Investment Research Advisors and has FINRA Series 7 and 63 securities registration. Mr. Beck currently resides in Marin County with his wife and two children.
Listed skills include Valuation, Hedge Funds, Bloomberg, Equities, and 8 others.
Current workplace
Mike Beck, Cfa's current company
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Actuarial Business Solutions, Llc
10 roles
Mike Beck, Cfa work experience
A career timeline built from the work history available for this profile.
Member
Current
Oct 2023 - Present
Board Trustee
Current
Aug 2022 - Present
Managing Director
CurrentProviding tax advantaged investment solutions to high net worth business owners and pass through entities.
Jun 2018 - Present
Managing Producer
CurrentQLS is an innovative approach to accessing qualified retirement plan assets resulting in reduced taxes, maximized wealth transfer, increased philanthropy and greater retirement income.
Jan 2019 - Present
Member
Current
Oct 2019 - Present
Senior Research Analyst
Senior Research Analyst / Portfolio Manager with expertise in equity, high yield, leveraged loans, special situations and distressed investments, including bankruptcy and corporate reorganizations.
Mar 2014 - May 2018
Research Analyst
- Research Analyst (2009-2014)
- Part of an investment team managing $18B in credit-focused strategies including total return, credit opportunities, long-only high yield and CLOs.
- Oversaw $600MM+ portfolio with over 40 positions across the capital structure including bank debt (1st and 2nd lien), bonds and equity.
- Actively managed distressed situations to maximize return, including restructurings and credit amendment negotiations. Capital Solutions Group… Show more Research Analyst (2009-2014)
- Actively managed distressed situations to maximize return, including restructurings and credit amendment negotiations. Capital Solutions Group (2007-2009)
- Structured, underwrote, negotiated documentation, and sourced investments in middle market companies including 1st/2nd lien loans, mezzanine and equity.
Apr 2007 - Mar 2014
Assistant Vice President
Led deal team in 15 transactions totaling over $1B in committed debt and equity capital to middle market and large cap companies in the media and telecom sectors.
Jun 2004 - Apr 2007
Senior Associate
Jun 2001 - Jun 2004
2 education records
Mike Beck, Cfa education
Education record
Education record
Mt Lebanon
FAQ
Frequently asked questions about Mike Beck, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Beck, Cfa work for?
Mike Beck, Cfa works for Actuarial Business Solutions, LLC.
What is Mike Beck, Cfa's role at Actuarial Business Solutions, LLC?
Mike Beck, Cfa is listed as Managing Director at Actuarial Business Solutions, LLC.
What is Mike Beck, Cfa's email address?
AeroLeads has found 1 work email signal at @adatainc.com for Mike Beck, Cfa at Actuarial Business Solutions, LLC.
What is Mike Beck, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 212 for Mike Beck, Cfa at Actuarial Business Solutions, LLC.
Where is Mike Beck, Cfa based?
Mike Beck, Cfa is based in Mill Valley, California, United States while working with Actuarial Business Solutions, LLC.
What companies has Mike Beck, Cfa worked for?
Mike Beck, Cfa has worked for Actuarial Business Solutions, Llc, Forum 400, Mark Day School, The Qls Program Llc, and First Financial Resources.
How can I contact Mike Beck, Cfa?
You can use AeroLeads to view verified contact signals for Mike Beck, Cfa at Actuarial Business Solutions, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mike Beck, Cfa attend?
Mike Beck, Cfa studied at Miami University.
What skills is Mike Beck, Cfa known for?
Mike Beck, Cfa is listed with skills including Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Fixed Income, Capital Markets, and Alternative Investments.
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