Michael A Poland
Owner Financial Advisor @Braeburn Wealth Management
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WORK HISTORY
Owner Financial Advisor @Braeburn Wealth Management
Norton Shores, MI, US
Mike carries the Chartered Financial Analyst® designation and is a Portfolio Manager, Financial Advisor and owner of Braeburn Wealth Management, LLC. He serves clients in a number of states and is located in Norton Shores and Grand Rapids, Michigan. ExperienceMike has more than 30 years of financial advisory experience working with high net-worthindividuals, families and corporate executives. Over the last six years Mike has developed andimplemented a proprietary quantitative portfolio process.Mike has in-depth knowledge of portfolio analysis and review techniques to assist clients inreducing risk and improving risk adjusted performance. He has extensive training andexperience in technical and fundamental stock analysis.Braeburn Wealth Management uses Fidelity as its third party custodian. Investment advisory services offered through Braeburn Wealth Mgt, LLC, a Michigan Registered Investment Advisory Firm.This communication is strictly intended for individuals residing in the states of MI, GA, FL, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.IMPORTANT: You may only contact me through email messages sent to m••••••••@braeburnwealth.com or by calling (23••••••98.
EDUCATION
Michigan State University
BS. Engineering, Engineering Arts
University of St. Thomas
MBA Finance, Finance
SKILLS
ABOUT MICHAEL A POLAND
Braeburn Wealth Management. Providing unique and thoughtfully constructed investment solutions.
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