Michael Falcon

Enigma
DISC Type : dci

Chief Executive Officer at Eagle Capital Management, LLC

New York City Metropolitan Area, United States

Overview

Michael Falcon is the CEO of Eagle Capital Management, bringing extensive experience from leadership roles at Jackson National and JPMorgan Asset Management. A CFA charterholder with a finance degree from Indiana University, he has a deep background in asset management, wealth management, and retirement solutions.

Outside of his primary role, Michael is passionate about improving financial wellness and advises fintech companies like HerMoney. He has shown strong support for the Michigan State University and Greater Lansing communities and has also publicly reflected on the value of a humanities education in the business world.

He is the founder of 29 Feathers LLC, an advisory and investment firm.

Personality Overview

Hard To Convince

Persuasive & Assertive

Challenger

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Wealth Management
His career at JPMorgan, Jackson National, and Eagle Capital has centered on asset and wealth management for a diverse range of clients.
Fintech Advising
Serves as an advisor and investor for fintech companies like Eaglebrook Advisors and HerMoney, focusing on modern financial solutions.
Alternative Investments
Acts as an Independent Trustee for the Nomura Alternative Income Fund, overseeing strategy in the alternative investment space.

Media Appearances

Michael has no verified media appearances

Work History

4-2023
Chief Executive Officer at Eagle Capital Management, LLC
12-2022
Independent Trustee, Nomura Alternative Income Fund at Nomura Capital Management
3-2022 - 7-2025
Advisor and Angel Investor at Seek AI
2-2022
Advisor and Series A Investor at Eaglebrook Advisors
1-2022
Advisor and Angel Investor at HerMoney

Education

1980 - 1984
Education details unavailable from Indiana University Bloomington
1976 - 1980
Education details unavailable from New Trier Township High School Northfield

More Information

Social Presence :

Prographics :

Exp : 36 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at Eagle Capital Management, LLC
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Michael

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Michael take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Michael

Personality Compatibility


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