Mike Welker, CFA

  • Bachelor of Arts, Economics, Rollins College
  • Master of Business Administration, Rollins College Crummer Graduate School of Business
  • CFA® Charterholder
  • University of Central Florida, Finance Committee Advisory Board
  • Institutional Investor Advisory Board
  • The Nehemiah Project, Co-Chair – Founders Club

Mike is the President/CEO of AndCo.  At AndCo, Mike is the lead consultant on select large client relationships.  Along with servicing strategic relationships Mike also manages the day to day operations of the firm and is Chairman of the Executive Committee. Mike is a frequent speaker at industry conferences on a wide range of topics. He has also co-authored a white paper on independent consulting that has been referenced in major publications around the country.

Prior to joining AndCo, Mike worked for a leading institutional money management firm where he was responsible for asset allocation decisions and client servicing for institutional accounts.  Mike also gained Wall Street experience working for a trading firm on the floor of the New York Stock Exchange.