Profil
Mr. Michael G.
O’Neill, CPA, is Senior Wealth Advisor at Mariner Wealth Advisors LLC.
He has spent more than 25 years in the investment industry and works primarily with high-net-worth individuals, business owners, foundations and endowments.
Mike specializes in providing families with comprehensive wealth management.
Services include integrated planning and investment strategies for growing and protecting wealth.
Upon joining Mariner, he was instrumental in helping Mariner acquire the national CBIZ Wealth Management division in late 2010.
He had been with CBIZ Wealth Management for over 22 years as a Vice President and Managing Director.
In 1997, CBIZ acquired Robert D.
O’Byrne and Associates, where he was a Shareholder and Co-Director of Retirement and Wealth Management Services.
Prior to joining CBIZ / Robert D.
O’Byrne, he was the Owner and President of Pension Administration and Design, Inc. He started his career working as an Auditor and Tax Accountant in the Los Angeles and Denver offices of Ernst & Young.
Mr. O’Neill received a Bachelor of Science in Accounting from Loyola Marymount University.
Anciens postes connus de Mike O’Neill
| Sociétés | Poste | Fin |
|---|---|---|
Robert D. O'Byrne & Associates Inc.
Robert D. O'Byrne & Associates Inc. Insurance Brokers/ServicesFinance Provides employee benefits administration services | Corporate Officer/Principal | 30/11/1997 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
CBIZ Wealth Management LLC
CBIZ Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/08/2010 |
Formation de Mike O’Neill
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Robert D. O'Byrne & Associates Inc.
Robert D. O'Byrne & Associates Inc. Insurance Brokers/ServicesFinance Provides employee benefits administration services | Finance |
Loyola Marymount University
Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CBIZ Wealth Management LLC
CBIZ Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
















