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Michael Mais, CFA

Michael Mais, CFA

Intern

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location of Michael Mais, CFALos Angeles Metropolitan Area

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  • Timeline

  • About me

    Investment Strategist at Pacific Coast Capital Management

  • Education

    • University of California, Berkeley

      2008 - 2011
      Bachelor’s Degree Environmental Economics and Policy

  • Experience

    • Wells Fargo Advisors

      May 2010 - Aug 2010
      Intern

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

    • BTIG

      May 2011 - Aug 2011
      Intern

    • UBS

      May 2012 - Jun 2018
      Wealth Strategy Associate

    • Wells Fargo Advisors

      Sept 2018 - Oct 2019
      Financial Consultant

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

    • TSG Wealth Management

      Oct 2019 - Jan 2021

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TSG Wealth Management is a separate entity from WFAFN.

      • Assistant Vice President

        May 2020 - Jan 2021

      • Portfolio Administrator

        Oct 2019 - May 2020

    • Pacific Coast Capital Management

      Jan 2021 - now
      Investment Strategist

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute