Mike O’Neill

Mike O’Neill

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Profilo

Mr. Michael G.
O’Neill, CPA, is Senior Wealth Advisor at Mariner Wealth Advisors LLC.
He has spent more than 25 years in the investment industry and works primarily with high-net-worth individuals, business owners, foundations and endowments.
Mike specializes in providing families with comprehensive wealth management.
Services include integrated planning and investment strategies for growing and protecting wealth.
Upon joining Mariner, he was instrumental in helping Mariner acquire the national CBIZ Wealth Management division in late 2010.
He had been with CBIZ Wealth Management for over 22 years as a Vice President and Managing Director.
In 1997, CBIZ acquired Robert D.
O’Byrne and Associates, where he was a Shareholder and Co-Director of Retirement and Wealth Management Services.
Prior to joining CBIZ / Robert D.
O’Byrne, he was the Owner and President of Pension Administration and Design, Inc. He started his career working as an Auditor and Tax Accountant in the Los Angeles and Denver offices of Ernst & Young.
Mr. O’Neill received a Bachelor of Science in Accounting from Loyola Marymount University.

Precedenti posizioni note di Mike O’Neill

SocietàPosizioneFine
Corporate Officer/Principal 30/11/1997
Corporate Officer/Principal -
Corporate Officer/Principal 01/08/2010
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