Mike Beck, CFA
Business Development & Advanced Case Design
How would you describe your role/ duties?
I help communicate the benefits and ins and outs of our defined benefit plans. I work on finding the best strategies to fit the client’s needs. Additionally, I am a product specialist for life insurance products and financial planning.What’s your background?
Originally from Pittsburgh, I spent 15 years in Manhattan working in banking and hedge funds. I spent my time financial modeling and picking stocks and bonds and, while I enjoyed the analytics, I decided I wanted to do something more entrepreneurial. I’ve been around defined benefit plans since I was 5, because the founder, Charlie Day, is my step-father. I saw the opportunity to help people and become more entrepreneurial in my career by teaming up with him.
What are the values that drive you?
I try to be upfront, fair, and see both sides to a debate. I believe in doing what is right for the client and value the relationships I build. I want the client to be able to “sleep at night,” which to me allows them to feel comfortable with what we design for them to best meet their needs. With that comes trust and communication.
What are your hobbies?
Family, family, and more family. Then golf, CrossFit, skiing, hiking, and traveling. Also trying anything new.
Mike’s professional history:
Mike is a Managing Director of Actuarial Business Solutions (“ABS”), focused on business development across the US. He is also a Managing Producer for The QLS Program, LLC that accesses qualified money resulting in reduced taxes, maximized wealth transfer, increased philanthropy and greater retirement income.
Prior to joining ABS and QLS he spent 18 years with various hedge funds and asset managers, both on the investment side and leverage finance. He has managed over $600MM in assets and lead deal teams to close over $1 billion in debt and equity capital. His investment experience includes capital structure arbitrage, corporate restructurings, distressed investments and bankruptcies. Mr. Beck graduated cum laude from Miami University (OH) with a degree in Finance. He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society of San Francisco. Mike is an Investment Advisor Representative with Cambridge Investment Research Advisors and has FINRA Series 7 and 63 securities registration. He currently resides in Marin County with his wife and two children.
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