Michael Bellody Email & Phone Number | As the Chief Portfolio Strategist at Imperia Wealth Management, Mike is in charge of designing and implementing the portfolio strategies we put together for our clients. With 26 years of experience, Mike brings a level of intellectual excellence rare to our industry. Mike began his career right out of college, with Prudential Financial, experiencing immediate success, qualifying for the 1995 Regional Business Conference, in his first year. In 1996, Mike transferred to Prudential Securities, officially beginning his investment management career. At the early age of 25, he was named Quantum Portfolio Manager, making him one of the youngest Portfolio Managers in Prudential’s history. In 1998, Mike accepted an opportunity to do the same at Merrill Lynch, where he was quickly recognized for his success, being named to the Merrill Lynch Executives Club that same year, before moving on to Mellon Advisor Services, where he was a Vice President, Financial Advisor & Board Member. In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments. Serving on many executive committees, Mike directly trained and mentored several of Fisher’s VPs nationally. Mike was part of a select group of tenured VPs instrumental in the incredible asset growth experienced over his nearly 16 years there. In 2019, Mike accepted the position of Wealth Manager with Securian Advisors of New England. He continued gaining recognition for his success, qualifying for Million Dollar Round Table (MDRT) as well as Securian’s Achiever’s Club in 2021. In 2022 he excelled further, qualifying for MDRT’s Court of the Table and Securian’s Excellence in Performance, Foundations Club & National Conference. In December of 2020, Mike founded Imperia Wealth Management with the mission of providing a Concierge Level Wealth Management experience to every client. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Michael Bellody

As the Chief Portfolio Strategist at Imperia Wealth Management, Mike is in charge of designing and i...
Greater Boston, Greater Boston, United States

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Michael Bellody’s Email michael.bellody@fisherinvestments.com

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Michael Bellody’s Location Greater Boston, Greater Boston, United States

Michael Bellody’s Current Industry Imperia Wealth Management

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Work Experience

Imperia Wealth Management

Founder & CEO, Chief Portfolio Strategist

2020-12-01 00:00:00 - Present

Mlb Cigar Ventures

Founder

2013-04-01 00:00:00 - 2023-01-01 00:00:00

Securian Advisors Of New England

Wealth Manager

2019-11-01 00:00:00 - 2022-08-01 00:00:00

Fisher Investments

Vice President

2001-02-01 00:00:00 - 2016-08-01 00:00:00

Mellon Financial

Vice President/Financial Advisor

2000-08-01 00:00:00 - 2001-02-01 00:00:00

Merrill Lynch

Financial Advisor/Portfolio Manager

1998-11-01 00:00:00 - 2000-08-01 00:00:00

Prudential Securities

Financial Advisor/Quantum Portfolio Manager

1996-07-01 00:00:00 - 1998-11-01 00:00:00

Prudential Financial

Financial Services Representative

1994-01-01 00:00:00 - 1996-01-01 00:00:00

Skills

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Languages

No Languages Available

FAQ About Michael Bellody

Michael Bellody is located at
Greater Boston, Greater Boston, United States

Michael Bellody is a As the Chief Portfolio Strategist at Imperia Wealth Management, Mike is in charge of designing and implementing the portfolio strategies we put together for our clients. With 26 years of experience, Mike brings a level of intellectual excellence rare to our industry. Mike began his career right out of college, with Prudential Financial, experiencing immediate success, qualifying for the 1995 Regional Business Conference, in his first year. In 1996, Mike transferred to Prudential Securities, officially beginning his investment management career. At the early age of 25, he was named Quantum Portfolio Manager, making him one of the youngest Portfolio Managers in Prudential’s history. In 1998, Mike accepted an opportunity to do the same at Merrill Lynch, where he was quickly recognized for his success, being named to the Merrill Lynch Executives Club that same year, before moving on to Mellon Advisor Services, where he was a Vice President, Financial Advisor & Board Member. In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments. Serving on many executive committees, Mike directly trained and mentored several of Fisher’s VPs nationally. Mike was part of a select group of tenured VPs instrumental in the incredible asset growth experienced over his nearly 16 years there. In 2019, Mike accepted the position of Wealth Manager with Securian Advisors of New England. He continued gaining recognition for his success, qualifying for Million Dollar Round Table (MDRT) as well as Securian’s Achiever’s Club in 2021. In 2022 he excelled further, qualifying for MDRT’s Court of the Table and Securian’s Excellence in Performance, Foundations Club & National Conference. In December of 2020, Mike founded Imperia Wealth Management with the mission of providing a Concierge Level Wealth Management experience to every client. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Michael Bellody currently works in the Imperia Wealth Management |

No Languages Available

Michael Bellody has prior
experience in the following industries:
Mlb Cigar Ventures | Securian Advisors Of New England | Fisher Investments | Mellon Financial | Merrill Lynch | Prudential Securities | Prudential Financial

Michael Bellody has the following professional experience:
Imperia Wealth Management | Mlb Cigar Ventures | Securian Advisors Of New England | Fisher Investments | Mellon Financial | Merrill Lynch | Prudential Securities | Prudential Financial