W. Michael McNair, CFA®, CFP®
Director of Investment Services
After serving as an associate analyst in the equity research division of Citigroup Investment Research for more than a decade, Michael joined Preferred Pensions LLC in January 2010. His responsibilities include fiduciary review for all investment clients, analyzing advisory investment accounts and qualified plan investments, and evaluating wealth management strategies and products with a focus on optimal results and volatility management. A native of Maywood, New Jersey and an honors graduate of Rutgers College, he is Series 7 (General Securities) and 63 (Uniform Securities Agent State Law) licensed by the Financial Industry Regulatory Authority (FINRA). Michael is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. His interests include reading, travel, and rooting for the New York Yankees and Pittsburgh Steelers.