Michael Jones
Leadership Team
Michael D. Jones
Michael has more than 25 years of public securities and alternatives markets
experience. Throughout his career, his work has been focused on helping foundations,
endowments, pension funds, and high net worth individuals and families achieve their long-term investing goals. He holds the Chartered Financial Analyst (CFA) credential.
Prior to joining WCM Global Wealth, LLC in 2022, Michael served as an analyst, portfolio
manager, and wealth advisor for several firms in the Mid-Atlantic region.
Michael earned his Bachelor of Science in Finance from Miami University and his Master of
Business Administration from the University of Michigan.
A native of Ohio, Michael currently resides in Philadelphia, PA with his wife and three children.
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WCM Global Wealth, LLC is a diversified financial services Registered Investment Advising firm specialized in providing customized financial solutions to families and institutions. We provide investment and advisory services for investment management; alternative investments; estate planning; commercial real estate; financial consulting; philanthropy; and business succession planning. With offices in Greenville, Charleston and Philadelphia, our team is dedicated to providing our clients with excellent service.
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