Mike Deovlet Email and Phone Number
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Mike Deovlet personal email
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Mike Deovlet has more than 25 years of experience in the investment industry providing advice and guidance to wealthy families and foundations. He has worked with affluent families as a Family Office executive for more than 20 years, and he has extensive experience in managing fixed-income assets. He began his career as research manager for the National Institute of Investment Research, and later spent two years as an account executive at Prudential Securities and Dean Witter. He joined MA Wealth Management in 1989 as chief investment officer and was named president and CEO in 1993. Among his many community activities, Mike is the current co-chair of the board of directors of both the Robert Gumbiner Foundation and the Museum of Latin American Art, and he previously served on the boards of the Medicare Development Institute, the Health Reform Action Project, the Long Beach Arts Council, and the RMS Foundation Advisory Board. Mike earned a bachelor of arts degree in economics from the University of California, Los Angeles. He lives in Huntington Beach with his wife Caryl and two daughters.Specialties: Family Office, Museum Development, Wealth Management, Risk Management, Asset Allocation, Estate Planning, Tax Planning, Fiduciary, Charitable Giving
Ma Wealth Management
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- ma-wealth.com
- Employees:
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President And Chairman Of The BoardMa Wealth ManagementLong Beach, Ca, Us
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President & Chairman Of The BoardMa Wealth Management 2009 - PresentGreater Los Angeles AreaIn 2009, Management Activities became an independently owned Registered Investment Advisor and Multi-Family Office under Mike's leadership. In 2011, the firm adopted the name MA Wealth Management. As the current President and Chairman of the Board, Mike continues to personally provide asset management and family office services. With extensive experience in philanthropic activities and managing the assets, investments, and estates of highly affluent individuals and families, Mike is a trusted advisor committed to growing each client's family legacy.
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Co-ChairmanMuseum Of Latin American Art 2007 - Present -
President & CeoManagement Activities 1993 - 2009Greater Los Angeles AreaDuring his tenure as President & CEO at Management Activities, Mike led the effort to grow the firm, expanding its operations to include both nonprofit and for-profit ventures, and further developing specialties in bond portfolio management, private foundation creation and oversight, and direct real estate acquisition.
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Chief Investment OfficerManagement Activities 1989 - 1993Greater Los Angeles Areaportfolio, as well as selecting and evaluating external investment managers. His responsibilities also included managing the family's extensive art collection, creating customized consolidated reporting for all family assets, developing and managing tax & estate planning strategies, and managing all asset classes, including equities, fixed income, real estate, collectables, boats, and aircraft.
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Account ExecutivePrudential Securities And Dean Witter 1987 - 1989During his years at Prudential Securities and Dean Witter, Mike served as an Account Executive for two major securities firms, specializing in commodity trading and extensive fixed income analysis.
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Research ManagerNational Institute Of Investment Research 1985 - 1987Mike began his career as a Research Manager, researching historical prices on various stock indices, bonds, and commodities. His responsibilities involved extensive work in technical and cycle analysis.
Mike Deovlet Skills
Mike Deovlet Education Details
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Economics
Frequently Asked Questions about Mike Deovlet
What company does Mike Deovlet work for?
Mike Deovlet works for Ma Wealth Management
What is Mike Deovlet's role at the current company?
Mike Deovlet's current role is President and Chairman of the Board.
What is Mike Deovlet's email address?
Mike Deovlet's email address is dr****@****laa.org
What is Mike Deovlet's direct phone number?
Mike Deovlet's direct phone number is +156243*****
What schools did Mike Deovlet attend?
Mike Deovlet attended University Of California, Los Angeles.
What skills is Mike Deovlet known for?
Mike Deovlet has skills like Investments, Asset Management, Estate Planning, Asset Allocation, Wealth Management, Fixed Income, Charitable Giving, Non Profits.
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