Michael James Iacampo
Managing Director @Naples Wealth Planning
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WORK HISTORY
Managing Director @Naples Wealth Planning
Naples, FL, US
Utilizing the Markowitz Modern Portfolio Theory (MPT) as a framework, provide academically based and empirically driven strategies for individuals & families seeking globally balanced active/passive investments. With a special focus on Alternative Investments (AI) like gold, silver, convertible bonds, global infrastructure, hedge funds & global commodities, advise clients on worldwide investment trends while leveraging macroeconomic shifts in quarterly rebalancing process to optimize investment returns along the Efficient Frontier. Provide philanthropic gifting strategies of securities & tangibles for donors, along with marketing events & advice on complex estate gifts for 501c3 organizations. Advise corporations on cash management & capital market strategies (e.g, debt & equity). Liaison to Cortland Advisors & Barclays Capital Markets. Contact data: m•••••••@napleswealthplanning.com - 23••••••44 or 31••••••49.
EDUCATION
Community College of the Air Force
Associate's Degree, Criminal Justice/Police Science
USAF Air Command and Staff College
Graduate, Organizational Leadership
Cathedral Latin High School, Cleveland, Ohio
Marianist Studies , General Education
The University of New Mexico
Bachelor of Science - BS & Valedictorian, Pre-Law Criminology
University of California, Riverside - A. Gary Anderson Graduate School of Management
Master of Business Administration (M.B.A.), Management
University of Southern California
Master of Arts (M.A.), International Relations and Affairs
ABOUT MICHAEL JAMES IACAMPO
Risk Management, Estate Planning, Global Asset Allocation, Alternative Investments (AI)…
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