Michael Walsh Cfp®

Michael Walsh CFP® is a seasoned financial professional currently serving as a Partner at Moneta since March 2024. Previously, Michael held the position of Managing Partner and Branch Manager at Juniper Wealth Advisors from July 2009 to February 2024, focusing on independent wealth management and client-centered investment strategies. Earlier in Michael's career, significant roles included Senior Investment Management Specialist and Financial Advisor at Smith Barney, where expertise was provided to high net worth clients, and VP Regional Sales Director at Citigroup Asset Management, managing sales and market initiatives. Michael's foundational experience began as an Internal Wholesaler at Nuveen Investments. Michael earned a Bachelor of Arts in History from the University of Michigan, graduating in 1996.