Primary Job Title CIO Primary Organization Nitrogen
Location Auburn, California, United States Regions West Coast, Western US Gender Male
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Mike is a risk manager at heart. After graduating from college, he took a job with a brokerage firm, only to discover that the money management job he thought he had was actually a sales position just designed to drum up more commissions.
In 2005, Mike founded McDaniel Wealth Management, an investment advisory firm with a unique perspective on
risk management. More recently, the firm has completed a transition from the brokerage/hybrid model to becoming a fee-only registered advisory firm.
With his focus as a risk manager, Mike was able to help his clients navigate the dot com crash and the 2009 financial crisis, and still managed to grow his assets under management. Between his own practice and supervisorial work as an OSJ, he has managed or supervised over $200 million in assets.
He co-founded and served as a Senior Advisor to Riskalyze in 2011. In 2013, he became Chief Investment Officer, overseeing all product decisions that are affected by investment philosophy, all market-driven communications and product direction, and our innovative Advisor Success program that has been such an asset to so many advisors.
