Mike N. McGreevy

Finance

Consumer Services

Profile

Mr. Mike N.
McGreevy is Investment Consultant at Private Asset Management, Inc. Prior to joining Private Asset Management, Mr. McGreevy was a Managing Director at Indian Wells Private Asset Management, Inc. Most recently, he was an Account Manager for the Southern California Region of Schwab Institutional, a division of Charles Schwab & Co., Inc. He began his career in investments in 1983 at Dean Witter Reynolds, Inc. Mr. McGreevy graduated from Santa Clara University with a BA in Economics.

Former positions of Mike N. McGreevy

Companies	Position	End
Schwab Institutional Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.	Corporate Officer/Principal	-
Dean Witter Reynolds, Inc.	Corporate Officer/Principal	-
Private Asset Management, Inc. Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.	Portfolio Manager-Equities	-

See the detail of Mike N. McGreevy's experience

Training of Mike N. McGreevy

Santa Clara University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies