• UBS

MA

Mike Anderson

Senior Wealth Strategy Associate

Mike Anderson, CFA, is an experienced financial professional with a background in investment analysis and client portfolio management. At Baird, Mike served as an Investment Specialist and later as a Senior Fixed Income Analyst, overseeing significant assets for institutional investors and high net worth clients. Prior to this, Mike held roles at Advanced Wealth Management Group and Affiance Financial, focusing on financial reporting and compliance oversight. Additionally, Mike worked as a Junior Associate at Affiance Financial, where financial plans for over 600 clients were created, and currently serves as a Senior Wealth Strategy Associate at UBS. Mike holds a Bachelor of Arts in Quantitative Economics from the University of Minnesota-Twin Cities.

Location

San Diego, United States

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