Michael Bean is an Investment Advisor with RubinBrown Advisors. He manages the investment portfolios of high-net-worth individuals and provides comprehensive financial planning services.
Michael also has extensive experience in mergers and acquisitions having worked in RubinBrown’s Business Advisory Services Group and the acquisitions department of a Fortune 1000 company.
Education
Masters in Accountancy, University of Missouri, Kansas City
B.S., Finance, University of Nebraska
Experience
Financial modeling and analysis
Mergers and acquisitions
Portfolio management
Public & private business valuations
Retirement planning
Tax planning for individuals
Professional Organizations
Greater Kansas City Chamber of Commerce Centurions Leadership Program, Class of 2020
Member, CFA Institute
Member, CFA Society of Kansas City
Member, Financial Planning Association of Greater Kansas City
Member, Missouri Society of Certified Public Accountants