Michael M Pompian, CFA, CAIA, CFP

 

Michael is the Founder and Chief Investment Officer. He was formerly a Partner at Mercer Investment Consulting for 10 years, and was the National Segment Leader for the private wealth business.He consulted to the firm’s largest family office clients and was responsible for overseeing $8 billion. Prior to joining Mercer, Michael was a Wealth Management Advisor with Merrill Lynch and a private banker with PNC Private Bank.

Prior to these positions, Michael was on the investment staff of a family office. Michael earned his MBA in Finance from Tulane University and graduated from the University of New Hampshire with a BS degree in Management. Michael has written four books: Advising Ultra Affluent Clients and Family Offices (Wiley 2009), Behavioral Finance and Wealth Management (Wiley 2006), Behavioral Finance and Wealth Management 2nd Edition (Wiley 2012) and Behavioral Investor Types (Wiley 2013).He writes a monthly column for Morningstar Advisor and has been quoted in Money Magazine, The New York Times, and other media outlets including Bloomberg and CNBC.Michael holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP®) and Certified Trust Financial Advisor (CTFA). He is a member of the CFA Institute, the New York Society of Securities Analysts (NYSSA) and the CFA Society of St. Louis. He is a regular speaker at family office conferences globally.