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Michaelangelo Dooley
Principal, Portfolio Manager, NewEdge Structured Note Strategies at Newedge Wealth, LLC
About
Michaelangelo Dooley, CFP®, is Principal and Portfolio Manager for NewEdge Structured Note Strategies at NewEdge Wealth, headquartered in Chapel Hill, NC. He leads the development and management of innovative structured note portfolios, notably the Structured Note Income Portfolio (SNIP) and Structured Note Advisory Portfolio (SNAP), designed to offer enhanced yield, market participation, and downside protection for ultra high net worth and institutional clients. His core investment focus is on structured products and absolute return strategies, leveraging structured notes to efficiently access emerging investment themes and generate risk-managed returns that are less correlated with traditional equity and bond markets.
Dooley brings over 15 years of experience in private wealth management and structured products, previously serving as First Vice President - Private Wealth Advisor and Senior Wealth Strategy Associate at UBS Financial Services, Inc.. He is recognized in the industry for institutionalizing discretionary structured note management and for pioneering portfolio strategies that provide consistent, GIPS-compliant reporting and transparency for advisors and clients.
Holding a Bachelor of Business Administration in Finance from the University of Miami and an Associate of Arts from Miami Dade College, Dooley is a Certified Financial Planner® who has made significant contributions to the advancement of structured products as core portfolio solutions for affluent investors. His work at NewEdge Wealth is frequently cited for its innovative approaches to portfolio construction and risk management within the structured notes sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Principal, Portfolio Manager, NewEdge Structured Note Strategies | Jan 2022 to Present | — |
| UBS Financial Services, Inc., Private Wealth Management | First Vice President - Private Wealth Advisor | Jan 2019 to Jan 2022 | — |
| UBS Financial Services, Inc., Private Wealth Management | Senior Wealth Strategy Associate | Jan 2014 to Dec 2018 | — |
| UBS Financial Services, Inc. | Strategic Business Analyst - UBS Equity Plan Advisory Services | May 2013 to Dec 2013 | — |
| UBS Financial Services, Inc. | Graduate Training Program Analyst | Jul 2011 to May 2013 | — |
| UBS Financial Services, Inc. | Junior Divisional Analyst | Aug 2010 to Jul 2011 | — |
Education
University of Miami
Bachelor of Business Administration (BBA), Finance
Miami Dade College
Associate of Arts (AA)
Others at Newedge Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Principal | New York, NY , United States | |
| Partner | Delray Beach, FL , United States | |
| Associate | Darien, CT , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Principal | Portsmouth, NH , United States | |
| Partner | Bentonville, AR , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | Pittsburgh, PA , United States | |
J John Froley | Principal | San Francisco, CA , United States |
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