Mike Silane, CFA
Founder, Managing Partner at 21 West Wealth Management LLC- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst
CFA InstituteSep, 2007- Nov, 2024
Experience
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21 West Wealth Management LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder, Managing Partner
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Jun 2019 - Present
21 West was founded by Mike Silane out of a passion for helping people and a love of investments and financial planning. He spent his 25+ year career serving affluent clients, many of whom have worked with him for the majority of this time. Mike’s decision to start 21 West was a surprise to some but it came after many years of thoughtful contemplation. His decision was based on the recognition that he could provide better service to his clients on a personal level while maintaining all of the safety and security provided by a global custodian. From this thoughtful process, 21 West Wealth Management was born. www.21westwm.com Show less
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BNY Mellon Wealth Management
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United States
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Financial Services
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700 & Above Employee
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Managing Director, Portfolio Management-Southwest Region
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Dec 2016 - Jun 2019
Mike Silane was Managing Director, Portfolio Management-Southwest Region for BNY Mellon Wealth Management. He worked with team leaders and wealth managers throughout the region to ensure that the highest service and risk management standards are maintained at all times. Mike spent the past 20+ years working with high-net-worth individuals, families and trusts to ensure that their investment and wealth management objectives were being met. He was a frequent lecturer about the economy, personal finance topics and the investment markets.Mike joined BNY Mellon in 2003 after 10 years with Bank of America’s Private Wealth Management Group. He has an M.B.A. with an emphasis in Finance and a B.A. in Business Administration from Loyola Marymount University. He also holds a Chartered Financial Analyst (CFA) designation. Mike is a member of the CFA Institute and the CFA Societies of Orange County and Los Angeles. He has been a member of multiple investment committees within the company and he currently sits on the firm’s Equity Strategy Committee.Mike is active in the community and believes strongly in personal/professional development. He has co-chaired BNY Mellon’s Western Region Mentorship Program, which developed young leaders within the company and he taught finance classes as an adjunct professor at CSU Fullerton and CSU Pomona. Mike is also a member of St. Joseph’s Hospital finance committee. For the past few years, he has combined his love of family and sports as an active volunteer coach for his son’s sport teams (baseball, soccer and flag football). He has also become an avid fan of his daughter’s Pitzer lacrosse team. Show less
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Senior Director & Team Leader, Portfolio Management
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Dec 2003 - Dec 2016
Wealth Management - Managed investment teams in Newport Beach & San Diego
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Bank of America
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United States
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Banking
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700 & Above Employee
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Vice President, Senior Portfolio Manager
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Apr 1993 - Dec 2003
Wealth Management - Portfolio Manager Wealth Management - Portfolio Manager
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Education
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1993 - 1995
Loyola Marymount University, College of Business Administration
Master of Business Administration (MBA), Finance, General -
1987 - 1991
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Community
