Michael Welker, CFA in

Michael Welker, CFA

Login to view DISC.
National Managing Director, Head of Mariner Institutional at Mariner
📍 Winter Park, Florida, United States

As National Managing Director, Michael Welker leads Mariners institutional division. He previously served as CEO of AndCo Consulting, which Mariner acquired to run this unit. A CFA charterholder with degrees from Rollins College, he focuses on helping institutions manage fiduciary responsibilities and achieve their long-term financial objectives.

Michael has a keen interest in business strategy and emerging technologies, holding a certification in Generative AI for Business Leaders. He keeps current on market trends and management insights by following publications like The Wall Street Journal and Harvard Business Review.

His former company, AndCo Consulting, was acquired by Mariner, and he was appointed to lead the combined institutional business unit.

Read the full overview →
Experience
23 Years
Current Role
National Managing Director, Head of Mariner Institutional
Job Level
Mid-senior
Location
Winter Park, Florida, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Michael cares about

Institutional Consulting
Leads Mariner's institutional unit and was formerly CEO of AndCo Consulting, a firm specializing in customized institutional advisory services.
Business Acquisitions
Successfully led his company, AndCo Consulting, through an acquisition by Mariner, where he now heads the combined institutional division.
+5 more topics Login to view topics
Career

Work history

4-2024
National Managing Director, Head of Mariner Institutional
Mariner
12-2002 - 4-2024
Chief Executive Officer
AndCo Consulting
In the press

Media appearances

Think Mariner Is Just for Individuals? Think Again.. Featured in YouTube
See now
Mike Welker, AndCo Consulting: Redefining Institutional Investing – The Investors First Podcast. Featured in Apple Podcasts (The Investors First Podcast)
+2 more appearances Login to view media
Education
1999 - 2001
Finance & Management
Crummer Graduate School of Business at Rollins College
1995 - 1999
Bachelor of Arts - BA
Rollins College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.