Michael Vassar
Financial Advisor | The Smith & Colangelo Group | Baird Private Wealth Management
- Role
- Financial Advisor at Baird
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Michael Vassar
The Smith & Colangelo Group designs, implements and monitors financial and retirement plans for high-net-worth families, corporations, institutions and non-profits.Our comprehensive wealth management process enables us to develop a full understanding of your financial needs, aspirations and preferences. We will use this information to provide recommendations designed to help you achieve both your short and long-term goals. We focus on highly customized, results-oriented wealth management services for our clients.
Experience
Financial Advisor
Jun 2022 — Present · Cincinnati, OH, US
Education
Miami University
Bachelor of Science (B.S.), Finance, General
2010 — 2014
Skills
- Value Investing
- Communication
- English
- Presentations
- Group Work
- Technical Analysis
- Information Systems
- Teamwork
- Asset Management
- Finance
- Financial Services
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