Michael Mennella, CFP, CLU, ChFC, CLTC in

Michael Mennella, CFP, CLU, ChFC, CLTC

Questioner · DISC type c
Partner & Private Wealth Advisor at The Atrium Financial Group
📍 New York City Metropolitan Area, United States

Michael is a Partner and Private Wealth Advisor with The Atrium Financial Group, a founding member of Northwestern Mutuals Private Client Group. A graduate of Stony Brook University, he began his career in 2000 and is passionate about helping clients achieve their financial goals.

A lifelong Long Islander, Michael lives in Massapequa with his wife and two children. He enjoys outdoor activities like golfing, boating, and skiing. He is also active in his community, supporting local organizations like Stony Brook Childrens Hospital and Sunrise Day Camp.

He is part of a specialized group of expert advisors providing wealth management for clients with significant means.

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Experience
25 Years
Current Role
Partner & Private Wealth Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Michael shows up

Value Seeker
Not Easily Convinced
Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.
 It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Michael cares about

Private Wealth Management
His firm is a founding member of Northwestern Mutual’s Private Client Group, specializing in services for clients with significant means.
Market Analysis
Regularly shares commentary from Northwestern Mutual's CIO on topics like inflation, Fed interest rates, and economic signals.
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Career

Work history

9-2021
Partner & Private Wealth Advisor
The Atrium Financial Group
8-2000
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Michael Mennella - The Atrium Financial Group | Northwestern Mutual. Featured in Forbes
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Celebrating 25 Years of Michael Mennella with Northwestern Mutual – Atrium Financial Group Facebook Post. Featured in Facebook
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Education
1996 - 2000
Dual Major: BS in Business Management and BA in Economics
Stony Brook University
2008 - 2012
CERTIFIED FINANCIAL PLANNER™ Certification Program
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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