We are excited to announce that Michael Wehrli has been promoted to Senior Associate on the LCR Wealth team. Michael joined LCR Wealth as an Associate last year and has impressed everyone with his people skills, attention to detail and desire to take on a broad range of tasks to support the growth of LCR Wealth.
“We are pleased to bring Michael Wehrli onto our wealth management team. Michael distinguished himself during our intern program, and worked part-time while graduating cum laude at Fordham University. Michael’s addition to the team will help us serve our clients and develop new offerings.” —Tom Garvey, President, LCR Wealth Management
Michael is a graduate of the Gabelli School of Business at Fordham University, with a B.S. in finance and a minor in economics. After interning at Nudge Capital he became passionate about wealth management, constantly seeking opportunities to learn more about the field and community. While completing his degree he continued to focus on wealth management outside the classroom, gaining certifications from the Envestnet Institute and Datamaran.
“I’m really excited to be mentored by Tom. His experience and impeccable track record for his clients represent the kind of advisor I want to be. I’m looking forward to being part of the culture that puts clients first as we grow the company.” —Michael Wehrli, Senior Associate, LCR Wealth Management
Days after graduating Fordham University, Michael passed the Series 65 exam and obtained his license to be a registered investment advisor. Michael has always enjoyed connecting with people on an individual level and appreciates the fact that finance and economics do not come easily to everyone. He looks forward to creating a bridge between the world of sophisticated finance and individual investors.