Michael Engel

Background

About Michael Engel

Michael L. Engel is a Senior Vice President, Institutional Consulting Director and Corporate Retirement Director working out of the team’s Washington, D.C. office. Mike has more than 35+ years of experience focusing on institutional consulting. He is committed to providing tailored investment strategies and customized institutional advice to nonprofit organizations, charities, foundations and endowments. He also brings this institutional experience and strategies to select high net worth clients. As an Institutional Consulting Director, Mike strategically uses his vast knowledge and experience to help provide customized services to institutions across the country. These services include Investment Policy Statement review and development, asset allocation strategies, evaluating fund performance, investment manager selection, and advisory best practices. Mike also has significant experience in corporate retirement planning. A graduate of Villanova University, Mike began his career in 1983 at Arthur Andersen & Co, where he obtained his Certified Public Accountant (CPA) designation. Over the years, he has remained committed to professional development, a fundamental tenet of his longstanding practice. He attained his Chartered Financial Analyst® (CFA®) designation in 1994, his Certified Investment Management Analyst® (CIMA®) designation in 1997 at the Wharton School of Business at the University of Pennsylvania. Mike’s passion for working with his clients is equaled only by his dedication to his community. Michael served for five years as a Trustee and member of the Investment Committee of the Fairfax County Educational Employees’ Supplemental Retirement System. He is Past President and currently serves on the Board of Directors of the Association of Professional Investment Consultants and is a member of Investment Management Consultants Association. Mike serves as a Board member to the Park City Medical Center Foundation and formerly on the Henry’s Fork Foundation. He is also a lifetime member of the Eagle Scout Association. Mike currently splits his time between Washington D.C. and Park City, Utah. In his free time, he enjoys skiing, hiking, fly fishing and golfing. NMLS# 1282552