Michael Flatley

Vice President

Michael Flatley is an accomplished finance professional with extensive experience in portfolio management and wealth management, having held significant roles at Deutsche Bank and Merrill Lynch. At Deutsche Bank, Flatley served as a Product Specialist for Discretionary Portfolio Management, supporting the Chief Investment Officer, and previously worked as a Portfolio Analyst and Portfolio Manager managing substantial assets. As a Senior Vice President at Merrill Lynch, Flatley managed $100 million AUM and specialized in constructing US Large Cap Equities portfolios. Additionally, Flatley is a Co-Founder of Impact Band, a business focused on smartwatch protection, and currently serves as a Member at Charleston Angel Partners and Vice President at Farther, utilizing technology to optimize wealth management solutions. Flatley is also dedicated to philanthropy, having founded Books That Heal, a nonprofit aiding pediatric patients in authoring their own books. Academic credentials include a Bachelor's degree in Finance and an MBA with a focus on Entrepreneurship from Fordham University.

Location

Mount Pleasant, United States

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