Michael Welker, CFA

Observer
DISC Type : ci

National Managing Director, Head of Mariner Institutional at Mariner

Winter Park, Florida, United States

Overview

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.

Personality Overview

Assertive

Value Driven

Example Seeker

They are generally good communicators and can be hard to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care 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.
Fiduciary Management
A core part of his professional focus involves advising institutional clients on how to successfully manage their fiduciary duties and responsibilities.

Media Appearances

Think Mariner Is Just for Individuals? Think Again.. Featured in YouTube

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Mike Welker, AndCo Consulting: Redefining Institutional Investing – The Investors First Podcast. Featured in Apple Podcasts (The Investors First Podcast)

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Mike Welker, CFA® | Head of Mariner Institutional in Winter Park. Featured in Mariner Wealth Advisors (official website)

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Work History

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

Education

1999 - 2001
Finance & Management from Crummer Graduate School of Business at Rollins College
1995 - 1999
Bachelor of Arts - BA from Rollins College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Winter Park, Florida, United States Job Level : Mid-senior Designation : National Managing Director, Head of Mariner Institutional at Mariner
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Michael

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Michael take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Michael

Personality Compatibility


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