Bio

Mike Wunderli has been a Managing Director at ECHELON Partners since 2016 and is integrally involved in all firm activities throughout the wealth & asset management industry, including leading M&A and advisory services in the Turnkey Asset Management Platform (“TAMP”) subsegment. During his tenure at ECHELON, Mike has led some of the industry’s most notable transactions and has been a thought leader during the industry’s remarkable advancement and consolidation. Prior to ECHELON, Mike spent 12 years at Lehman Brothers and UBS as a Senior Vice President in the Private Wealth Management division. During his tenure he pioneered one of the industry’s most successful cross-divisional business practices, in which he helped business owners prepare for and eventually sell their companies, then reinvest the proceeds into strategically diversified investment portfolios. During his time at Lehman Brothers and UBS, Mike helped clients execute $2+ billion in transaction value and built a $400 million AUM advisory business. Prior to his Wall Street experience, Mike spent four years as a business development manager for Marriott International’s new ventures initiative, where he helped develop and launch two new ancillary businesses. Over his career, Mike has worked with hundreds of private companies, helping their owners navigate the critical stages of growth and engineer the most appropriate and lucrative exit strategies such as: full and partial sales, recapitalizations, LBOs, ESOPs, IPOs, succession plans, etc. He has also worked with many top investment managers, hedge funds, private-equity funds, family offices, trading desks and a variety of capital providers. Mike has a B.A. degree from Brigham Young University and an M.B.A. from The Wharton School at the University of Pennsylvania. Mike, a native of Salt Lake City, UT currently resides in Redondo Beach, CA.