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Hello everyone –
Earlier this month, we shared exciting news as we welcomed our Chief Operating Officer, Paul Yeager, to the MFG Team. To complement Paul and his level of expertise, I am pleased to announce our new Director of Investments, Michael Neill. Michael joins us with over a decade-long tenure previously holding equity analyst positions at Edward Jones and BNY Mellon, along with leading investment strategies at UNUM and equity research efforts at another large RIA.
Along with equity analysis, he is well versed in portfolio construction and management with an approach that aligns with our firm’s investment philosophy. Like all our team members, Michael is ambitious and holds himself to a high standard; We are thrilled to have someone of his capability leading our investment platform.
In addition to being a CFA charterholder, Michael earned his Bachelor's degree from Boston College and is a member of both the CFA Institute and the Tampa Bay CFA Society. Originally from Colorado, he currently resides in St. Petersburg, FL where he enjoys playing hockey, travelling, and spending time with his family.
With Michael’s successful track record and broad experience in the financial industry, we are confident that he will play a key role in further enhancing our firm’s commitment to providing exceptional service and expertise to our clients. Welcome Michael!
Thank you for entrusting us with your financial needs and, as always, we are here should you have any questions.
Charlie
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