Michael R. Hoffman
Analyst-Equity at Verdence Capital Advisors LLC
Profile
Mr. Michael R.
Hoffman is a Director at Verdence Capital Advisors LLC.
He serves as both Advisor and Financial Planner.
In these positions, he monitors investment activity and performance while conducting primary research so that Verdence can remain up-to-date with information necessary to provide the most effective and personalized attention to its clients.
Mr. Hoffman was previously employed as a Financial Planning Specialist by HighTower Advisors LLC, a Registered Client Associate by Merrill Lynch & Co., Inc., and an Investment Associate by T.
Rowe Price Associates, Inc. (Investment Management).
He received his Bachelor's degree in Political Science and Government from James Madison University.
Michael R. Hoffman active positions
| Companies | Position | Start |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Analyst-Equity | 31/12/2017 |
Former positions of Michael R. Hoffman
| Companies | Position | End |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Equity | - |
Training of Michael R. Hoffman
| James Madison University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
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