Michael M. Anderson

Vice President | Principal

Michael Anderson is the firm’s Vice President. His extensive financial services experience serves as a firm foundation for the continual enhancement of the firm’s capabilities in financial operations. As a member of the investment team, he conducts due diligence on investment managers, and is responsible for the firm’s portfolio management, portfolio accounting and reporting systems, and trading. Before joining Private Wealth Group, LLC in 2007, Mr. Anderson served as a Manager of Acquisitions with Raymond James and Associates Investment Bank. In this capacity, he managed the overall due diligence process and specifically performed the detailed financial analysis necessary in the acquisition of limited partnership interests in real estate investments. Prior to this, Mr. Anderson served as a Vice President with Citigroup Global Securities Services, a provider of custodial services to large institutional investors. During his nine years there, he managed operational teams spanning several functional areas, including settlements, cash management, corporate actions, accounting, and international process migration. Mr. Anderson earned a Masters of Business Administration from the University of Florida and Bachelor of Arts in International Relations from the University of Delaware. He holds a NASAA Series 65 professional license.