Mike Welker

Mike Welker, Head of Mariner Institutional and a seasoned CFA® professional, shares his journey from basketball to finance. He reveals how Mariner collaborates with diverse organizations, focusing on services like asset allocation and fiduciary oversight. Listeners will learn about the evolution of institutional consulting, the importance of long-term investment strategies, and common pitfalls to avoid. Mike also emphasizes the need for emotional discipline in investing and offers advice on how institutional practices can benefit retail clients.