Michael Welz, CFA

Critic
DISC Type : C

President at USI Consulting Group

Glastonbury, Connecticut, United States

Overview

Michael Welz is the President of USI Consulting Group and President & CIO of USI Advisors. He leads investment strategy and consulting services for institutional retirement plans, drawing on extensive experience in asset allocation and portfolio management. He holds CFA, CAIA, and CIMA designations and earned a Diplom Volkswirt from the University of Cologne.

He earned a Masters degree equivalent in Economics from the University of Cologne in Germany.

Personality Overview

Precise

Objective Thinker

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Topics They Care About

Pension Plan Strategy
He frequently speaks on the complexities of pension plans, including liability-driven investing and plan termination strategies, as highlighted in company webinars.
Fiduciary Governance
He regularly shares content focused on mitigating fiduciary liability and reducing ERISA litigation risk for retirement plan sponsors.
Retirement Plan Design
He has publicly commented on the evolving purpose of retirement plans, noting the recent shift in focus from asset accumulation to decumulation strategies for participants.

Media Appearances

Michael has no verified media appearances

Work History

1-2026
President at USI Consulting Group
6-2014
President & CIO at USI Advisors
1-2013 - 5-2014
Chief Investment Officer & Vice President at USI Consulting Group
2-2010 - 12-2012
Senior Investment Strategist & Vice President at USI Consulting Group
10-2005 - 2-2010
FSA at Merrill Lynch

Education

1989 - 1995
Diplom Volkswirt from University of Cologne

More Information

Social Presence :

Prographics :

Exp : 29 Location : Glastonbury, Connecticut, United States Job Level : Leadership Designation : President at USI Consulting Group
URL has been copied!

Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Michael

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Michael take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Michael

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.