Michael McGreevy

Senior Wealth Advisor, Business Development at AlphaCore Wealth Advisory

Located in Southern California, Michael McGreevy (Mike) is a Senior Wealth Advisor specializing in Business Development. Guidance provided by Mike stems from over forty years of investment experience. For twenty-four years immediately prior to joining AlphaCore, Mike served as Managing Director for Private Asset Management. In 1998 he established and began to manage the wealth management office of Private Asset Management located in Indian Wells. As a full-time resident in the desert, Mike works with clients, accounting professionals, and estate planning attorneys to help achieve client goals and objectives.

Mike is a current member and former president of the Desert Estate Planning Council. He is also an affiliated member of the Desert Bar Association. When he is not working or giving back to his community, he enjoys biking, hiking, swimming and skiing. However, skiing is more than just a hobby for Mike. For two seasons, he attended Gonzaga Preparatory School in Spokane, Washington and competed as a ski racer. While Mike was attending Santa Clara University he worked as a professional ski instructor in his spare time. He enjoyed his ski instructor position so much that he even continued to be an instructor even after graduation. When not spending time with his son or doing outdoor activities, Mike enjoys reading. Economics is his favorite topic.

Timeline

  • Senior Wealth Advisor, Business Development

    Current role