Michael Purcell
Director of Institutional Relationships at Confluence Investment Management | Winnetka, Illinois, United States
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As the Director of Institutional Relationships at Confluence Investment Management, Michael Purcell plays a pivotal role in bridging the gap between sophisticated investment strategies and the diverse needs of institutional clients. With over 25 years of experience in the financial services industry, Michael has honed his expertise in alternative investments, mutual funds, and wealth management, allowing him to effectively navigate the complexities of capital markets. His responsibilities encompass not only sales and servicing efforts with institutional consultants but also fostering relationships with mid to large market Registered Investment Advisors (RIAs), Foundations & Endowments, Multiemployer (Taft-Hartley) Plans, and Family Offices.
Michael’s strategic approach to relationship management is underscored by his commitment to continuous learning and professional development. He actively seeks to deepen his knowledge of investment strategies and securities, ensuring that he remains at the forefront of industry trends and regulatory changes. This dedication enables him to provide tailored solutions that align with the unique objectives of each client, whether they are seeking fixed income strategies or innovative alternative investments.
Key projects that Michael has spearheaded include the development of customized investment solutions for multiemployer plans, which require a nuanced understanding of both fiduciary responsibilities and the specific needs of union members. His leadership in these initiatives not only enhances client satisfaction but also strengthens Confluence Investment Management's reputation as a trusted partner in the institutional investment landscape. Through his expertise and proactive engagement, Michael continues to drive growth and foster enduring relationships that are essential for navigating today’s dynamic financial environment.
Director of Institutional Relationships at Confluence Investment Management in September 2018 to Present
Head of Distribution at Spouting Rock Asset Management in September 2017 to April 2018
Team Leader, DCIO Specialist at Manning & Napier in January 2010 to August 2017
Director of Sales & Marketing, Wealth Management Group at Brandywine Global in January 2000 to January 2010
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Alternative Investments
Series 7
Mutual Funds
Series 63
Investment Strategies
Wealth Management
Portfolio Management
Investment Advisory
Investments
Securities
Capital Markets
Equities
Asset Allocation
Fixed Income
Asset Management
Leadership
Business Development
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Discover more about Confluence Investment ManagementWhat is Michael Purcell email address?
Email Michael Purcell at [email protected] and [email protected]. This email is the most updated Michael Purcell email found in 2026.
What is Michael Purcell phone number?
Michael Purcell phone number is +16094109624 and +19194221876.
How to contact Michael Purcell?
To contact Michael Purcell send an email to [email protected] or [email protected]. If you want to call Michael Purcell try calling on +16094109624 and +19194221876. (updated on September 13, 2024)
What is Michael Purcell net worth?
Michael Purcell has an estimated net worth of $750,000 to $999,999
What company does Michael Purcell work for?
Michael Purcell works for Confluence Investment Management
What is Michael Purcell's role at Confluence Investment Management?
Michael Purcell is Director of Institutional Relationships
What industry does Michael Purcell work in?
Michael Purcell works in the Financial Services industry.
Michael Purcell Email Addresses
Michael Purcell Phone Numbers
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