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.
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Exencial Wealth Advisors
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.