Michael Welz, CFA in

Michael Welz, CFA

Critic · DISC type C
President at USI Consulting Group
📍 Glastonbury, Connecticut, United States

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.

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Experience
29 Years
Current Role
President
Job Level
Leadership
Location
Glastonbury, Connecticut, United States
Personality Overview

How Michael shows up

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.

Priorities

Topics Michael cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1989 - 1995
Diplom Volkswirt
University of Cologne
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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