Mike Silane, Cfa Email and Phone Number
Mike Silane, Cfa personal email
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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.
21 West Wealth Management Llc
View- Website:
- 21westwm.com
- Employees:
- 2
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Founder, Managing Partner21 West Wealth Management Llc Jun 2019 - PresentIrvine, Ca21 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 -
Managing Director, Portfolio Management-Southwest RegionBny Mellon Wealth Management Dec 2016 - Jun 2019Newport Beach, CaMike 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. -
Senior Director & Team Leader, Portfolio ManagementBny Mellon Wealth Management Dec 2003 - Dec 2016Newport Beach, CaWealth Management - Managed investment teams in Newport Beach & San Diego -
Vice President, Senior Portfolio ManagerBank Of America Apr 1993 - Dec 2003Newport BeachWealth Management - Portfolio Manager
Mike Silane, Cfa Skills
Mike Silane, Cfa Education Details
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Finance, General -
Finance, General
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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