Profiel
Mr. Michael G.
O’Neill, CPA, is Senior Wealth Advisor at Mariner Wealth Advisors LLC.
He has spent more than 25 years in the investment industry and works primarily with high-net-worth individuals, business owners, foundations and endowments.
Mike specializes in providing families with comprehensive wealth management.
Services include integrated planning and investment strategies for growing and protecting wealth.
Upon joining Mariner, he was instrumental in helping Mariner acquire the national CBIZ Wealth Management division in late 2010.
He had been with CBIZ Wealth Management for over 22 years as a Vice President and Managing Director.
In 1997, CBIZ acquired Robert D.
O’Byrne and Associates, where he was a Shareholder and Co-Director of Retirement and Wealth Management Services.
Prior to joining CBIZ / Robert D.
O’Byrne, he was the Owner and President of Pension Administration and Design, Inc. He started his career working as an Auditor and Tax Accountant in the Los Angeles and Denver offices of Ernst & Young.
Mr. O’Neill received a Bachelor of Science in Accounting from Loyola Marymount University.
Eerdere bekende functies van Mike O’Neill
| Bedrijven | Functie | Einde |
|---|---|---|
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
CBIZ Wealth Management LLC
 CBIZ Wealth Management LLC Investment ManagersFinance Part of Norwegian Cruise Line Holdings Ltd., CBIZ Wealth Management LLC is a company that provides investment advice. The company is based in Cleveland, OH. CBIZ Wealth Management was acquired by Mariner LLC on January 03, 2011. | Corporate Officer/Principal | 01-08-2010 |
Opleiding van Mike O’Neill
| Loyola Marymount University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
CBIZ Wealth Management LLC
CBIZ Wealth Management LLC Investment ManagersFinance Part of Norwegian Cruise Line Holdings Ltd., CBIZ Wealth Management LLC is a company that provides investment advice. The company is based in Cleveland, OH. CBIZ Wealth Management was acquired by Mariner LLC on January 03, 2011. | Finance |