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Perfil
Mr. Michael J.
Henley is a Founder & Chief Executive Officer at Brandywine Oak Private Wealth LLC.
He has over dozen years of experience in providing financial advice and guidance to highly successful families.
Previously Mr. Henley worked at Merrill Lynch Wealth Management where he led the advisory team of Henley, Maconi, McGuire, Jackson & Associates.
He has worked closely with affluent individuals and families, helping them streamline the complexities of significant wealth.
He holds the Certified Financial Planner certification, the Certified Private Wealth Advisor designation, the Chartered Retirement Planning CounselorSM designation, and the Retirement Management Advisor designation.
Cargos activos de Michael Henley
| Empresas | Cargo | Inicio |
|---|---|---|
Brandywine Oak Private Wealth LLC
 Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak employs a goal-oriented family financial wealth plan which serves as the blueprint for the investment portfolio recommendations made to clients. The firm believes that all successful investing is goal-focused and planning-driven, while all unsuccessful investing is market-focused and timing-driven. They focus on responsibly managing a family's wealth in low-cost asset allocation strategies with a significant emphasis on ongoing tax minimization and risk management. | Director Ejecutivo | 02/08/2018 |
Antiguos cargos conocidos de Michael Henley.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Corporate Officer/Principal | 01/07/2018 |
Experiencias
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Empresas cotizadas
Empresas privadas
Relaciones
34
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak employs a goal-oriented family financial wealth plan which serves as the blueprint for the investment portfolio recommendations made to clients. The firm believes that all successful investing is goal-focused and planning-driven, while all unsuccessful investing is market-focused and timing-driven. They focus on responsibly managing a family's wealth in low-cost asset allocation strategies with a significant emphasis on ongoing tax minimization and risk management. | Finance |
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