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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Michael Meehan
CFA®, Managing Director, Portfolio Strategist at Nuveen
Speaker

Profile

Mike has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, he develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.

Prior to joining Nuveen, Mike was a Portfolio Strategist at BlackRock serving family offices and RIA’s. Also at BlackRock, Mike developed allocation tools and frameworks for clients, especially relating to alternatives. Previously, he was a member of the investment strategy team at Hirtle, Callaghan, & Co – a large OCIO – and was awarded a Fulbright Scholarship to study economics at the German Institute for Economic Research.

Mike graduated with a B.S. from Fairfield University. He holds the Chartered Financial Analyst® designation and is a member of CFA Societies of New York and Philadelphia.

Agenda Sessions

  • The Future of Portfolio Allocation

    3:00pm