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Mike Gault

Head of Expert Services at Mirador, Inc.

Mike Gault's work experience includes being the Head of Expert Services at Mirador LLC since March 2020. Prior to that, they worked at The Private Wealth Partners from September 2015 to March 2020 as a Partner and Head of Client Services. At The Private Wealth Partners, their responsibilities included mapping, structuring, and executing transition plans for advisors. Before that, they were a Vice President - Investment Strategist at Cantor Fitzgerald Wealth Partners from June 2013 to September 2015. From June 2006 to June 2013, they worked as a Senior Portfolio Strategist at WeiserMazars Wealth Advisors. Mike started their career as an Investment Associate at UBS in 2005 and worked there until 2006. Prior to UBS, they worked as a Sales Associate at Mellon Financial from 2003 to 2005.

Mike Gault attended Dartmouth College from 1999 to 2003, where they obtained a Bachelor of Arts degree in Economics.

Location

Darien, United States

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Mirador, Inc.

1 followers

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to those who serve significant wealth; Single Family Offices, Wealth Managers and RIAs, Endowments and Foundations. Our services include: Consolidated Financial Reporting – We operate industry-leading 3rd party systems to aggregate and report on family assets, no matter where they are custodied. Award-winning reporting service that identifies opportunities and exposes risks across all asset classes – liquid securities, alternative investments, hard assets and collectibles. Expert Services - We counsel wealth advisors on their specific technology needs before designing, sourcing and implementing a custom solution. Unlike many providers who leave, we will stay and act as oCTO if desired (operating and maintaining your system) allowing advisors to focus on value creation. Middle Office Services - We support existing client teams in the important but often time-consuming middle office tasks vital to a smooth Adviser operation. Whether direct client advocate support or in combination with our technology stack, clients select and pay for only what they need. Advisor-Client Portal - Our award-winning Gateway portal allows advisors and clients to connect securely to share timely information and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secure client experience. www.miradorgateway.com With offices in Stamford, CT (HQ), Chicago, IL, San Diego, CA, Jacksonville, FL, Salt Lake City, UT, Dublin, Ireland and Edinburgh, Scotland, we serve clients throughout the world. We encourage you to visit our website: www.mirador.com; follow us on Twitter: www.twitter.com/miradorinc; follow us on Instagram: www.instagram.com/miradorinc; and like us on Facebook: www.facebook.com/MiradorInc/


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51-200

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