Mike Wunderli

Managing Director at ECHELON Partners

Speaker

Mike Wunderli is a Managing Director at ECHELON Partners, where he plays a key leadership role in one of the industry's foremost investment banking practices focused on RIAs, platforms, breakaways, TAMPs, and WealthTech firms. Over his tenure, Mike has led some of the industry’s most notable transactions and has been at the forefront of the sector’s dynamic growth and consolidation. He is widely recognized as an M&A expert and is frequently sought out by media outlets and industry influencers for his insights.

Before joining ECHELON, Mike spent 12 years at Lehman Brothers and UBS in their Private Wealth Management divisions, where he launched one of Wall Street’s most successful cross-divisional practices between Wealth Management and Investment Banking. During that time, he sourced more than $2 billion in investment banking and private equity transactions and built a $400 million+ AUM wealth advisory business.

With more than two decades of experience, Mike is most passionate about partnering with founders and business owners to help them realize their full value and achieve even more than they thought possible. He earned his MBA from The Wharton School at the University of Pennsylvania and holds FINRA Series 7, 66, and 79 licenses.