Michael Saghy
SVP-Senior Portfolio Manager @ United Community
- Role
- SVP Senior Portfolio Manager at United Community
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Saghy
Experienced Senior Vice President Of Sales & Registered Investment Advisor with a…
Experience
SVP Senior Portfolio Manager
Sep 2024 — Present · Wilmington, NC, US
Education
University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA, Finance
1990 — 1991
Campbell University
Trust Certification - Southeastern Trust School
College of the Holy Cross
BA, Economics
1985 — 1989
Skills
- Financial Planning
- Relationship Development
- Equities
- Comprehensive Wealth Management
- Wealth Management Services
- Retirement Planning
- Etfs
- Business Development
- Wealth Management
- Investment Management
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Trust Management
- Portfolio Management
- Securities
- Estate Planning
- Investments
- Relationship Cultivation
- Hedge Funds
- Strategic Financial Planning
- Wealth
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Advisory
- Compliance Management
- High Net Worth Individuals
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