Mike Hennessy
About Mike Hennessy
Mike Hennessy serves as a Senior Vice President Wealth Advisor and Portfolio Manager at UBS Wealth Management, where he has worked since 2014. He specializes in creating private wealth solutions and focuses on income and retirement distribution planning for a diverse clientele, including executives and professional athletes.
Current Role at UBS
Mike Hennessy serves as a Senior Vice President and Wealth Advisor at UBS Wealth Management. He has held this position since 2014, contributing to the firm's operations in Atlanta, GA. In his role, he acts as a Portfolio Manager, focusing on delivering tailored wealth management solutions to a diverse clientele. Hennessy employs a holistic team approach to address the complex financial needs of his clients, ensuring comprehensive service delivery.
Previous Experience at Morgan Stanley Smith Barney
Prior to joining UBS, Mike Hennessy worked at Morgan Stanley Smith Barney from 2006 to 2014. During his eight-year tenure, he held multiple positions, including Executive Director, Senior Portfolio Management Director, and Financial Advisor. His experience at Morgan Stanley provided him with a strong foundation in portfolio management and client advisory services.
Education and Expertise
Mike Hennessy has a robust educational background in finance and risk management. He studied at the University of Georgia's Terry College of Business, earning a BBA in Risk Management and Finance from 1990 to 1994. He furthered his education at Georgia State University's J. Mack Robinson College of Business, where he completed a BBA in Risk Management and Finance in 1996. Additionally, he attended Stanford University Graduate School of Business, completing an Executive Education program in Portfolio Management in 2009.
Specialization in Wealth Management
Mike Hennessy specializes in crafting private wealth solutions tailored for executives, business owners, professional athletes, and entertainers. His expertise includes income and retirement distribution planning, which is a critical aspect of wealth management services. Hennessy's approach is designed to meet the unique financial needs of high-net-worth individuals, ensuring effective management of their wealth.