Michael Fiorelli
Head of Unified Managed Accounts Advisory & Portfolio Manager Enablement @Manulife Wealth
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WORK HISTORY
Head of Unified Managed Accounts Advisory & Portfolio Manager Enablement @Manulife Wealth
Oakville, ON, CA
As a key member of the Manulife Wealth Investment Office my role as Head of UMA Advisory & Portfolio Manager Enablement is to support the strategic development and adoption of Unified Managed Accounts here at Manulife and drive engagement with our Advisors as Portfolio Managers.
EDUCATION
Queen's University
Bachelor of Commerce with Honors
SKILLS
ABOUT MICHAEL FIORELLI
I\'m an accomplished wealth management and financial services leader and coach with a reputation built on a career spanning over 25 years working with Investment Advisors, Portfolio Managers, Asset Managers and Head Office leaders. Having worked at both a number of top 5 banks and independent investment dealers within their managed accounts divisions, I have a broad perspective of the Advisory landscape and experience firms offer through platform and programs, managed solutions, technology enablement and head office support. As a leader with both a strategic mindset and tactical approach, I am recognized as someone who isn’t afraid to think creatively and as well roll up their sleeves to get the job done. My super power is one that enables me to create meaningful relationships and connections with Advisory teams. I help break down operational barriers Advisor teams face, work to enable their practice to become more efficient though finding the right programs, products and tools, all which is meant to fulfill their objective to serve their clients in the most meaningful way. I have helped firms and Advisor teams to:• Transition their Advisory practice away from transactional oriented client engagements toward adoption of more fee based oriented platforms and services, including Unified Managed Accounts.• Develop business development initiatives to drive results.• Plan and execute training and practice management programs for Advisors to help build their practice.• Develop a Wealth Management target state business model that drives improved operational and technology driven efficiencies for Advisors and their teams.• Deliver and execute revenue generating concepts though product and pricing re-engineering.I’m a graduate of Queen’s University with a Bachelor of Commerce. Additionally I have been a CFA Charterholder since 2003 and have held a Portfolio Manager license up until 2020. My personal interests include volunteering my time though coaching and mentoring young adults and fine tuning my home renovation skills through various self-imposed projects.
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