Michael K. McCourt, CFA, CFP®

  • Investment Manager
Photo of Michael K. McCourt

Profile

Mike joined Clarfeld | Citizens Private Wealth to serve as an Investment Manager. In his role, he brings over 23 years of industry experience and is focused on investment management and financial planning for family-owned businesses, foundations, as well as individuals. Mike is a credentialed Certified Financial Planner (CFP®) and has a Chartered Financial Analyst® (CFA®) designation.

Previously, Mike worked for Truist Wealth as a Senior Vice President / Wealth Advisor as well as BNY Mellon Wealth Management as a Senior Director.

Mike resides in Haverford, PA and enjoys spending time with his spouse and 3 kids. He also likes running, traveling and trying to learn guitar.

He enjoys volunteering with a number of organizations including: Beyond Literacy Board of Trustees, CFA Society of Philadelphia, Philadelphia Estate Planning Council, Irish American Business Chamber and Ancient Order of Hibernians.