Laurel Wealth Planning welcomes Mike Kellner as our new Portfolio Manager.
Mike joins LWP with several years of experience across the investment industry including research, trading, technology, and ESG (environmental, social, governance) investing.
In partnership with Laura, he will:
- Own analysis and updates to client portfolios.
- Facilitate our Investment Committee.
- Research investment trends for opportunities for our clients.
- Keep abreast of new offerings in ESG investing as this area grows.
- Maintain performance reporting systems.
- Support technology efforts.
“Mike is an excellent fit for Laurel Wealth Planning, and we look forward to working together,” said Laura Kuntz, LWP Founder and Senior Wealth Manager/Shareholder. “His breadth of industry experience, curiosity, and problem-solving skills help us continue to uncover and execute the types of investment strategies that have served our clients well.”
Mike graduated from Bard College with a major in Middle East Studies and was a Fulbright Scholar.
He is currently a Level III CFA Candidate (Chartered Financial Analyst®). The CFA Level III exam is the last exam in the series of three exams conducted by the CFA Institute. A CFA is one of the highest distinctions in the investment management profession.
“As an investment technology consultant, I worked with lots of firms, and LWP is in the top quadrant in diligence, intelligence, and team culture. They are doing some things that are years ahead of other firms, including larger firms,” Mike said. “I’m delighted to join the team.”
Learn more about Mike Kellner, including his time working in Egypt and his many hobbies.
