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Michaelangelo Dooley

Michaelangelo Dooley

Principal, Portfolio Manager, NewEdge Structured Note Strategies at Newedge Wealth, LLC

Chapel Hill, NC , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthPrincipal, Portfolio Manager, NewEdge Structured Note StrategiesJan 2022 to Present
UBS Financial Services, Inc., Private Wealth ManagementFirst Vice President - Private Wealth AdvisorJan 2019 to Jan 2022
UBS Financial Services, Inc., Private Wealth ManagementSenior Wealth Strategy AssociateJan 2014 to Dec 2018
UBS Financial Services, Inc.Strategic Business Analyst - UBS Equity Plan Advisory ServicesMay 2013 to Dec 2013
UBS Financial Services, Inc.Graduate Training Program AnalystJul 2011 to May 2013
UBS Financial Services, Inc.Junior Divisional AnalystAug 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)

NameRoleLocation
Aaron Zises
Aaron Zises
PrincipalNew York, NY , United States
Blaine Minton
Blaine Minton
PartnerDelray Beach, FL , United States
Brian Peters
Brian Peters
AssociateDarien, CT , United States
Cameron Dawson
Cameron Dawson
Chief Investment OfficerNew York, NY , United States
Christopher Ayer
Christopher Ayer
PrincipalPortsmouth, NH , United States
Hunter Gehring
Hunter Gehring
PartnerBentonville, AR , United States
Jamie Wolff
Jamie Wolff
PrincipalNew York, NY , United States
Jesse Christensen
Jesse Christensen
PrincipalNew York, NY , United States
Jim Reese
Jim Reese
PrincipalPittsburgh, PA , United States
J
John Froley
PrincipalSan Francisco, CA , United States
Showing 1-10 of 30 team members

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