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Mike is responsible for designing and managing investment portfolios and wealth preservation strategies. Each portfolio is individually constructed to define and achieve his clients’ investment, planning, and wealth preservation goals. His direct experience has included building custom investment management portfolios around concentrated positions, alternative investment options and the effective use of custom credit solutions.
Mike McNabb is career trained in investment management and the extension of credit. He has worked beside a wide range of investors including individuals, families, entrepreneurs, and various institutional investors.
Mike received his undergraduate and Masters in Business Administration from Suffolk University in Boston and has completed the Chartered Alternative Investment Analyst certificate program.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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