Profil
Mr. Michael E.
PeQueen, CFA, is a Managing Director & Partner at HighTower Advisors LLC.
He joined the firm in August 2012 and continue to focus on high-level investment strategy as well as financial planning.
He has advised hundreds of clients during his career and is passionate about helping people achieve their financial goals.
He has overthan 30 years of experience in the investment profession.
Heis the Co-founder and Director of Dental Care International, a non-profit organization providing oral health care to countries such as Sri Lanka, Ecuador and Brazil.
He also currently serves as a member of the board of Chamber Insurance Benefits and as a trustee of the Neon Museum in Las Vegas.
Mr. PeQueen was a Senior Vice President of Investments and Senior Portfolio Manager at Merrill Lynch.
Mr. PeQueen received his undergraduate degree from the University of Nevada and earned a Master degree in Banking and Financial Services from Boston University.
He holds the Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP) designations.
Postes actifs de Mike PeQueen
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/08/2012 |
Anciens postes connus de Mike PeQueen
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Gestionnaire de Portefeuille-Actions | - |
Formation de Mike PeQueen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Nevada
University of Nevada Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















