Profile
Michael J.
Finkel worked as Vice President & Analyst of Capital Markets at Kore Private Wealth LLC.
He received his undergraduate and graduate degrees from the University of Wisconsin in 2011 and 2012, respectively.
Former positions of Mike Finkel
| Companies | Position | End |
|---|---|---|
Kore Private Wealth LLC
 Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | - |
Training of Mike Finkel
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Kore Private Wealth LLC
Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Finance |
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