Michael A. Poland, CFA
CEO & Founder, Chartered Financial Analyst, Wealth Advisor / Portfolio Manager
As the Founder and Managing Partner of Braeburn Wealth Management, Michael enjoys helping clients manage their financial and investment matters. He works with all aspects of his clients' financial lives, helping them map out a strategy for reaching their individual goals and objectives. Although there are often similarities in the issues Mike is dealing with, every client situation is unique, requiring unique solutions.
Mike began his career in financial services while in graduate school in Minneapolis, Minnesota, with Smith Barney in 1989. He returned to West Michigan and has served his clients since then. Mike worked for PaineWebber for 11 years and Merrill Lynch for 9 years. He spent 2 ½ years as a Principal, Advisor and Portfolio Manager for Rehmann, before leaving in August of 2011 to form Braeburn Wealth Management.
Mike has a Bachelor of Science degree in Engineering from Michigan State University (1984), and a Masters degree in Business Administration with a focus in Finance, from the University of St. Thomas, in St. Paul, MN (1990). In 2005 Mike earned the Chartered Financial Analyst Designation™.