Mirador Family Wealth Advisors
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Mirador Family Wealth Advisors Employees
Crowe Horwath LLP May 2014 - Present
Crowe Horwath LLP 2014 - Present
Cornerstone Investments 1998 - Present
Crowe Horwath LLP 2014 - 2015
Matthysse Consulting August 2012 - May 2014
Mirador Family Wealth Advisors May 2010 - August 2012
Fifth Third Bank May 2007 - May 2010
Fifth Third Bank May 2003 - June 2007
Old Kent Bank May 1985 - June 2003
Fifth Third Bank May 1999 - May 2003
Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Managment, Securities, Mutual Funds, High Net Worth..., Credit, Financial Analysis, Loans, 401k, Cash Management, Asset Management, Investment Management, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Relationship Management, Series 7, Financial Advisory, Equities, Fixed Income, Retirement, Financial Planning
Education
Olivet Nazarene University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
DAVENPORT COLLEGE 1979 — 1982
Associates Degree, Legal Secretarial
Comstock Park High School
Diploma, Business Administration
Mirador Family Wealth Advisors August 2013 - Present
The Northern Trust September 1999 - July 2013
Richards & Tierney April 1996 - September 1999
Harris Bank January 1992 - January 1996
Skills
Asset Allocation, Capital Markets, Strategic Financial..., Fund Of Funds, Financial Modeling, Asset Managment, Investment Strategies, Wealth Management..., Financial Markets, Portfolio Management, Bloomberg, Investment Management, Fixed Income, Equities, Morningstar, Asset Management, Securities
Education
DePaul University 1997 — 1999
Masters of Business Administration, Finance
Miami University 1989 — 1992
Bachelor of Science, Business Administration; Finance 1992
Mirador Family Wealth Advisors April 2015 - Present
Credit Suisse July 2011 - April 2015
Calamos Family Office LLC September 2007 - July 2011
Calamos Investments September 2007 - July 2011
Barnes & Thornburg LLP March 2003 - September 2007
FagelHaber LLC January 2001 - March 2003
Gould & Ratner LLP August 1995 - January 2001
Metzler and Hager August 1994 - August 1995
Skills
Wealth Management, Asset Protection, Financial Planners, Estate Planning, Securities, Alternative Investments, Investment Advisory, Hedge Funds, Trusts, Investments, Private Equity, Investment Management, Mutual Funds, Asset Managment, Wealth Management..., Family Office, Tax, Due Diligence, High Net Worth..., Series 7
Education
DePaul University College of Law 1993 — 1994
LL.M., Taxation
Widener University School of Law 1990 — 1993
JD, Law
Illinois State University 1986 — 1990
BS, Business, Political Science
Community and Economic Development Clinic January 2015 - April 2015
University of Michigan September 2014 - April 2015
Chapman and Cutler LLP May 2014 - July 2014
The Carlyle Group June 2013 - August 2013
Mirador Family Wealth Advisors May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Teamwork, Corporate Law, Public Speaking, Legal Writing, Finance, Social Media
Education
University of Michigan Law School 2012 — 2015
Doctor of Law (J.D.)
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Ascent Private Capital Management of US Bank May 2012 - Present
Mirador Family Wealth Advisors November 2008 - May 2012
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Skills
Asset Managment, Portfolio Management, Investment Strategies, Private Equity, Hedge Funds, Equities, Investments, Alternative Investments, Wealth Management, Investment Management, Valuation, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Estate Planning, Fund Of Funds, Asset Management, Securities, Finance, Derivatives, Risk Management, Venture Capital
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Economics and Management
Chartered Financial Analyst
C.F.A., Chartered Financial Analyst
Mirador Family Wealth Advisors August 2011 - Present
Fifth Third Bank February 2004 - August 2011
BDO Seidman, LLP 2000 - 2004
Skills
Strategic Financial..., Wealth Management..., Finance, Retirement Planning, Tax, Financial Analysis, High Net Worth..., Wealth Management, Estate Planning, Estate Tax Planning, Accounting, Income Tax, Wealth, Corporate Tax, Investments, Financial Reporting, Financial Planners
Education
Grand Valley State University 2001 — 2005
Master's degree, Taxation
Grand Valley State University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
1636 Review January 2015 - Present
Mirador Family Wealth Advisors September 2012 - July 2014
Northern Trust October 2010 - October 2012
Goldman Sachs September 2007 - September 2010
Goldman Sachs August 2001 - September 2007
Skills
Wealth Management..., Series 7
Education
Harvard Business School 1984 — 1986
MBA
Tufts University 1980 — 1984
1984, Economics
Mirador Family Wealth Advisors July 2012 - Present
Fifth Third Bank March 2010 - October 2012
Fifth Third Bancorp May 2009 - April 2010
Fidelity Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Fidelity Investments October 2003 - May 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Options, Investment Management, Investments, Portfolio Management, Trading, Equities, Retirement, Equity Trading
Education
McNicholas 1994 — 1998
Northern Kentucky University
BS, Economics & Political Science
Mirador Family Wealth Advisors April 2013 - Present
Mirador Family Wealth Advisors June 2007 - March 2013
Mirador Family Wealth Advisors 2007 - 2010
Fifth Third Bank 2000 - 2009
Mich Con 1990 - 2009
Barris Sott Denn and Driker 1980 - 2009
Michigan Consolidated Gas Company 1990 - 1998
Skills
Investments, Project Management, Wealth, Creative Problem Solving, Financial Advisory, Strategic Planning, Management, Estate Planning, Innovative Thinking, Strategy, Wealth Management, Project Execution, Asset Managment, Social Media, Public Speaking, Finance, Risk Management, Strategic Thinking, Nonprofits, Banking, Fundraising
Education
Wayne State University Law School 1983 — 1986
JD, Law
University of Michigan 1982 — 1986
BS, Education
Mirador Family Wealth Advisors November 2008 - Present
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Management & Economics