Michael McGill Professional Background
The story of how I entered the world of investments and personal finance goes back to when I was seven years old in 1993. I invested some of my allowance money into the stock of a company called Globalstar. I was instantly hooked after I made some money on the investment. It was then I knew that I wanted to understand everything there was to know about investing and personal finance.
I officially entered the wealth management industry in 2011 at FirstMerit in Akron, OH as part the investment management team. I was responsible for assisting in managing over $5 billion of client investments across thousands of accounts.
In 2015, after passing three required exams which included an estimated 1,000 hours of study, I successful earned the Chartered Financial Analyst (CFA) designation. This designation is one of the most widely known and respected designations in the investment and wealth management industry. To learn more about the CFA designation click here.
In 2016 Huntington Bancshares acquired FirstMerit. I then worked for Huntington's wealth management department as an equity portfolio manager until 2019.
In 2019 I had the opportunity to work for First National Bank of Pennsylvania in their wealth management group as the Investment Strategy Manager. Here I was responsible for managing investment selection across 32 equity and fixed income strategies and setting investment allocations across all client accounts. The investment strategies that I managed were used across over 3,000 accounts and $6 billion of assets under management.
In June of 2022 I moved to Ameriprise to become a licensed financial advisor. At Ameriprise I quickly realized that helping people with their investments and finances is what I was going to do for the rest of my working life.
In November of 2022 I decided to start Summit Investments and Financial Planning to apply everything I have learned throughout my career to help my clients grow their wealth and assist in managing their unique financial situations.