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Michael Neill, CFA®

Michael Neill, CFA®

Director of Investments and Trading

My interest in financial markets began at an early age from watching my older brother
as he navigated his six monitors of commodity charts. I was fascinated and drawn to
investment research, eventually beginning my career in 2015 as an Analyst at Edward
Jones and, later, BNY Mellon Wealth Management. I was an Investment Strategist at
UNUM and, most recently, led all equity research and investment management efforts at
a large advisory firm.

Throughout my decade-long tenure, the most enjoyable experiences have come from
helping individuals and playing a part in their financial success. Investments can be
thought of as one set of tools we use to facilitate our clients’ unique overall financial
plans. It is our goal as fiduciaries to prioritize the right tools and the best interests for our
clients in every facet of the investment process.

In addition to being a CFA charterholder, I earned my Bachelor's degree from Boston
College and am a member of both the CFA Institute and the Tampa Bay CFA Society.
Originally from Colorado, I currently reside in St. Petersburg, FL. Other interests of mine
include playing hockey, traveling, skiing, and spending time with my family.