Michael Cleary
Partner Financial Advisor at Private Client Wealth Advisors, Llc
Based in Midlothian, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Midlothian
Industry
Financial Services
Company size
3
Contact information
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m•••••••@privateclientwealthadvisors.com
Phone
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Background
About Michael Cleary
M&A and Business Advisor, Financial Advisor, Planning and Wealth Management professional. Private Equity Investment Executive - with significant buy-side, sell-side experience, investor relations, financial management, investment accounting/operations management. Served as General Partner, Executive Director and Managing Director of Global Private Equity firm(s). Committed $3.5+ billion to over 200 PE Funds and 20+ Co-investments. Head of U.S. sales, marketing, business and product development, client service and investor relations. Served as Managing Director and Placement Agent, third party manager and as an internal fund manager. Sr. Investment Committee Member, managed several large Separate Account client relationships. Board member for various privately held entities. LP Advisory Board member for over 20 partnership investments. Significant accounting experience, as, Controller, Manager of Investment Accounting/Operations, General Accounting of a $45B Pension plan, managed 10 subsidiaries & partnership accounts, prepared regulatory reports and all audit preparation and work papers. Goal is to always provide the highest quality service to my employer, clients, and prospective clients in a professional, ethical manner. Professional Qualifications; CPA Securities Representative - FINRA 66 Life, Health & Annuity licenses Member of AICPA, Member of VASCPA, Member of FENG CFA Level II Candidate Specialties: M&A Senior Executive Advisor Financial Advisor, FInancial Planning, Asset/Wealth Management Senior Private Equity Executive/Professional Investor Relations, Sales and Marketing - externally as a third party, and internal roles Business and product development specialist Strong network of relationships and contacts Diversified management experience Accounting Professional - General, Corporate & Investment Operational/Back office management/experience 2521 Swanhurst Drive Midlothian VA 23113
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