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About
Michael Eskridge serves as Senior Research Analyst at Orgel Wealth Management, LLC in Altoona, WI, where he is responsible for delivering investment research and portfolio management support focused on both private clients and retirement plan services. His role centers on providing due diligence and strategic analysis across a broad spectrum of asset classes, with particular expertise in defined contribution plans and institutional investment solutions.
He brings over 19 years of industry experience, having previously held investment strategist roles at Allspring Global Investments and Wells Fargo Asset Management, where he specialized in retirement solutions and defined contribution investment strategies. Eskridge's extensive career has given him deep insights into manager selection, fund research, and multi-asset portfolio construction, with a special emphasis on retirement plan best practices and outcome-oriented investment design.
Michael holds an MBA in Finance from Marquette University and a BA in Political Science from the University of Wisconsin-Eau Claire. As a CFA Charterholder, he is recognized for his analytical rigor and leadership in investment research, particularly in the sectors of retirement planning, multi-asset solutions, and institutional investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | Senior Research Analyst | Apr 2022 to Present | Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension an... |
| Allspring Global Investments | Defined Contribution Investment Strategist | Nov 2021 to Apr 2022 | — |
| Wells Fargo Asset Management | Defined Contribution Investment Strategist | Jan 2019 to Nov 2021 | — |
| Wells Fargo Asset Management | Institutional Client Relationship Manager | Oct 2014 to Jan 2019 | Responsible for ongoing client service and relationship management of institutional investors of Wells Fargo Asset Management. Representative client relationships include corporate retirement plans, e... |
| Wells Fargo Asset Management | Client Service Manager | Jan 2011 to Oct 2014 | — |
| Wells Fargo Asset Management | Financial Consultant | Aug 2007 to Dec 2010 | — |
Education
Marquette University
Master of Business Administration (M.B.A.), Finance, General
2009 — 2012
University of Wisconsin-Eau Claire
BA, Political Science and Government
2001 — 2006
Skills & Expertise
Others at Orgel Wealth Management, LLC (2)
| Name | Role | Location |
|---|---|---|
B Brian Mansky | Analyst | Onalaska, WI , United States |
 | Principal | Altoona, WI , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
D Dean Schwefel | Senior Investment Analyst | Geneva Partners, LLC | Chicago, IL , United States |