Mike Silane, Cfa
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Mike Silane, Cfa Email & Phone Number

Founder, Managing Partner at 21 West Wealth Management LLC
Location: Irvine, California, United States 4 work roles 2 schools
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Role
Founder, Managing Partner
Location
Irvine, California, United States
Company size

Who is Mike Silane, Cfa? Overview

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Quick answer

Mike Silane, Cfa is listed as Founder, Managing Partner at 21 West Wealth Management LLC, a with 2 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Mike Silane, Cfa.

Mike Silane, Cfa previously worked as Managing Director, Portfolio Management-Southwest Region at Bny Mellon Wealth Management and Senior Director & Team Leader, Portfolio Management at Bny Mellon Wealth Management. Mike Silane, Cfa holds Master Of Business Administration (Mba), Finance, General from Loyola Marymount University, College Of Business Administration.

Company email context

Email format at 21 West Wealth Management LLC

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21 West Wealth Management LLC

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Profile bio

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.

Listed skills include Investments, Wealth Management, Portfolio Management, Asset Allocation, and 8 others.

Current workplace

Mike Silane, Cfa's current company

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21 West Wealth Management LLC
21 West Wealth Management Llc
Founder, Managing Partner
irvine, california, united states
Website
Employees
2
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4 roles

Mike Silane, Cfa work experience

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Founder, Managing Partner

Current

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

Jun 2019 - Present

Managing Director, Portfolio Management-Southwest Region

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.

Dec 2016 - Jun 2019

Senior Director & Team Leader, Portfolio Management

Newport Beach, Ca

Wealth Management - Managed investment teams in Newport Beach & San Diego

Dec 2003 - Dec 2016

Vice President, Senior Portfolio Manager

Newport Beach

Wealth Management - Portfolio Manager

Apr 1993 - Dec 2003
2 education records

Mike Silane, Cfa education

Bachelor Of Business Administration (Bba), Finance, General

Activities and Societies: President, Finance Society ('89-'90)

FAQ

Frequently asked questions about Mike Silane, Cfa

Quick answers generated from the profile data available on this page.

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 21 West Wealth Management LLC?

Mike Silane, Cfa is listed as Founder, Managing Partner at 21 West Wealth Management LLC.

Where is Mike Silane, Cfa based?

Mike Silane, Cfa is based in Irvine, California, United States while working with 21 West Wealth Management LLC.

What companies has Mike Silane, Cfa worked for?

Mike Silane, Cfa has worked for 21 West Wealth Management Llc, Bny Mellon Wealth Management, and Bank Of America.

Who are Mike Silane, Cfa's colleagues at 21 West Wealth Management LLC?

Mike Silane, Cfa's colleagues at 21 West Wealth Management LLC include Sara Lovell, Cfp®.

How can I contact Mike Silane, Cfa?

You can use AeroLeads to view verified contact signals for Mike Silane, Cfa at 21 West Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Mike Silane, Cfa attend?

Mike Silane, Cfa holds Master Of Business Administration (Mba), Finance, General from Loyola Marymount University, College Of Business Administration.

What skills is Mike Silane, Cfa known for?

Mike Silane, Cfa is listed with skills including Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Management, Private Banking, Wealth, and Estate Planning.

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