Michael Beermann, BFA™

Sr. Wealth Advisor, Founding Partner at Aveo Capital Partners, LLC

Michael Beermann, BFA™, is the Sr. Wealth Advisor and Founding Partner at Aveo Capital Partners, LLC. With over 30 years of experience in portfolio and risk management, Michael co-founded the client-focused investment advisory firm. Prior to Aveo Capital Partners, Michael held various positions at companies such as Axcent Private Capital, UBS Financial Services Inc., Merrill Lynch Wealth Management, Microsoft Corporation, First Data Corporation, and American Express. Michael holds a Bachelor of Science in Finance from Wayne State University.

Links

Previous companies

UBS logo
American Express logo
Microsoft logo

Org chart

Peers

Timeline

  • Sr. Wealth Advisor, Founding Partner

    January, 2011 - present

View in org chart