September 11th, 2017 Meeting: Micheal J. Serio

Micheal J. Serio | Wells Fargo

Michael J. Serio is the regional chief investment officer for the Mountain Northwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. Serio serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary.

Prior to joining Wells Fargo in 2013, Mr. Serio co-founded Wolf Creek Energy Partners, which was formed to finance minority interests in the shale oil and gas business. Prior to Wolf Creek Energy Partners, he served as managing director for Citigroup Private Bank in Denver where he oversaw the investment process for five private bank offices serving the ultra affluent. He started his career as a portfolio manager for First National Bank of Chicago. He has also worked as a portfolio manager for Sanford Bernstein, JP Morgan, and Stein Roe & Farnham. Mr. Serio has more than 25 years of experience in financial services.

He was an adjunct professor at the University of Denver and DePaul University, and has guest lectured at Stetson University and the University of Colorado. In addition, Mr. Serio taught Chartered Financial Analyst (CFA) review courses for Stalla/Becker-Convisor from 1994 to 2003.

He earned a Bachelor of Science in Economics from the University of Illinois at Champaign and a Master of Business Administration in Finance from DePaul University. Mr. Serio is a CFA® charterholder and Chartered Alternative Investment Analyst (CAJASM) designee. He previously served as a committee chair and board director for the CFA Society of Chicago and was on the board of the Colorado Council for Economic Education. He currently serves on the boardof directors for the HeartLight Center. Mr. Serio is based in Denver, Colorado.

 

Registration & Event Information:
  • Emerald Queen Casino 5580 Pacific Hwy East, Fife, WA 98424
    (The Ballroom & Conference Center is located West of the Casino across the parking lot)
  • 11:30  Registration/networking
  • 12:00  Lunch served
  • Cost  $25 prepaid, drawing is an additional $5 for 6 tickets
    ** Additional $10 for walk-in members and non-members
  • Register by email, fill out the registration form

The TCT meets September through June on the second Monday of every month for networking, lunch and dynamic speakers on important issues to the transportation industry. Members, their guests and others are invited.

Upcoming luncheon meetings:

  • October 9th
  • November 13th
  • December 11th
Have a credit card on file? Email us that you’re planning to attend!
THANK YOU to all who contributed door prizes at our last meeting! All proceeds go toward TCT’s Scholarship Program.