Mike Silane, Cfa

Mike Silane, Cfa Email and Phone Number

Founder, Managing Partner @ 21 West Wealth Management LLC
irvine, california, united states
Mike Silane, Cfa's Location
Irvine, California, United States, United States
Mike Silane, Cfa's Contact Details
About Mike Silane, Cfa

Mike Silane, Cfa is a Founder, Managing Partner at 21 West Wealth Management LLC. He possess expertise in investments, wealth management, portfolio management, asset allocation, investment management and 7 more skills.

Mike Silane, Cfa's Current Company Details
21 West Wealth Management LLC

21 West Wealth Management Llc

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Founder, Managing Partner
irvine, california, united states
Website:
21westwm.com
Employees:
2
Mike Silane, Cfa Work Experience Details
  • 21 West Wealth Management Llc
    Founder, Managing Partner
    21 West Wealth Management Llc Jun 2019 - Present
    Irvine, Ca
    21 West was founded by Mike Silane out of a passion for helping people and a love of investments and financial planning. He spent his 25+ year career serving affluent clients, many of whom have worked with him for the majority of this time.Mike’s decision to start 21 West was a surprise to some but it came after many years of thoughtful contemplation. His decision was based on the recognition that he could provide better service to his clients on a personal level while maintaining all of the safety and security provided by a global custodian. From this thoughtful process, 21 West Wealth Management was born. www.21westwm.com
  • Bny Mellon Wealth Management
    Managing Director, Portfolio Management-Southwest Region
    Bny Mellon Wealth Management Dec 2016 - Jun 2019
    Newport Beach, Ca
    Mike Silane was Managing Director, Portfolio Management-Southwest Region for BNY Mellon Wealth Management. He worked with team leaders and wealth managers throughout the region to ensure that the highest service and risk management standards are maintained at all times. Mike spent the past 20+ years working with high-net-worth individuals, families and trusts to ensure that their investment and wealth management objectives were being met. He was a frequent lecturer about the economy, personal finance topics and the investment markets.Mike joined BNY Mellon in 2003 after 10 years with Bank of America’s Private Wealth Management Group. He has an M.B.A. with an emphasis in Finance and a B.A. in Business Administration from Loyola Marymount University. He also holds a Chartered Financial Analyst (CFA) designation. Mike is a member of the CFA Institute and the CFA Societies of Orange County and Los Angeles. He has been a member of multiple investment committees within the company and he currently sits on the firm’s Equity Strategy Committee.Mike is active in the community and believes strongly in personal/professional development. He has co-chaired BNY Mellon’s Western Region Mentorship Program, which developed young leaders within the company and he taught finance classes as an adjunct professor at CSU Fullerton and CSU Pomona. Mike is also a member of St. Joseph’s Hospital finance committee. For the past few years, he has combined his love of family and sports as an active volunteer coach for his son’s sport teams (baseball, soccer and flag football). He has also become an avid fan of his daughter’s Pitzer lacrosse team.
  • Bny Mellon Wealth Management
    Senior Director & Team Leader, Portfolio Management
    Bny Mellon Wealth Management Dec 2003 - Dec 2016
    Newport Beach, Ca
    Wealth Management - Managed investment teams in Newport Beach & San Diego
  • Bank Of America
    Vice President, Senior Portfolio Manager
    Bank Of America Apr 1993 - Dec 2003
    Newport Beach
    Wealth Management - Portfolio Manager

Mike Silane, Cfa Skills

Investments Wealth Management Portfolio Management Asset Allocation Investment Management Private Banking Wealth Estate Planning Equities Alternative Investments Finance Wealth Management Services

Mike Silane, Cfa Education Details

Frequently Asked Questions about Mike Silane, Cfa

What company does Mike Silane, Cfa work for?

Mike Silane, Cfa works for 21 West Wealth Management Llc

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

Mike Silane, Cfa's current role is Founder, Managing Partner.

What is Mike Silane, Cfa's email address?

Mike Silane, Cfa's email address is ng****@****hoo.com

What schools did Mike Silane, Cfa attend?

Mike Silane, Cfa attended Loyola Marymount University, College Of Business Administration, Loyola Marymount University.

What are some of Mike Silane, Cfa's interests?

Mike Silane, Cfa has interest in Christianity, Kids, Cooking, Exercise, Investing, Outdoors, Sweepstakes, Electronics, Home Improvement, Reading.

What skills is Mike Silane, Cfa known for?

Mike Silane, Cfa has skills like Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Management, Private Banking, Wealth, Estate Planning, Equities, Alternative Investments, Finance, Wealth Management Services.

Who are Mike Silane, Cfa's colleagues?

Mike Silane, Cfa's colleagues are Sara Lovell, Cfp®.

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