Michael Marshall, MBA

Financial Advisor

Phone: 925-689-9600 ext 136
Fax: 925-689-9611
E-mail: mmarshall@wradvisors.com

With over a decade of financial services experience, I bring a wealth of knowledge to the financial planning and investment process. My experience covers areas such as asset allocation, financial risk management and the investments that underlie the numerous products used by individuals and businesses.

In the past, I've worked for organizations such as Bank of America, as a Vice President in the Global Corporate Investment Bank and with CalPERS, as an Investment Officer in the Asset Allocation & Risk Management Department. Earlier in my career I was an Associate at the financial risk management firm KMV, a firm well known for its analysis of fixed income investments. I'm proud to be a veteran of the US Air Force.

My credentials include an MBA from the University of Chicago Booth School of Business with a concentration in Analytic Finance and Econometrics, as well as a BS in Business Administration from UC Berkeley’s Haas School of Business. I'd welcome the opportunity to discuss your situation. Contact me today.

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