Michael Conerly

Senior Portfolio Manager at Exencial Wealth Advisors

Michael Conerly, CFA is a Senior Portfolio Manager at Exencial Wealth Advisors, bringing over two decades of experience in the financial industry. Prior to their current role, Michael held positions at Wells Fargo, Columbia Threadneedle Investments, Banc of America Capital Management, and BISYS. With a Bachelor's degree in Finance from The Ohio State University Fisher College of Business, Michael has a strong background in portfolio management, investment analysis, and financial consulting.

Links

Previous companies

Wells Fargo logo

Timeline

  • Senior Portfolio Manager

    June, 2021 - present