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Michael E. McGervey

Director of Research, Wealth Advisor

As both the Director of Research and Wealth Advisor for the firm, Michael serves as a resource to executives and business owners, assisting them in making proactive and informed personal financial decisions. Michael also sits on McGervey Wealth Management’s Investment Committee and is responsible for investment research as well as the execution of the firm’s portfolio strategies.

Michael previously served as an Investment Research Analyst for a highly regarded independent Wall Street firm, where he provided fundamental research on industrial companies for mutual funds and hedge funds. He brings the expertise and experience at that level to all the clients of McGervey Wealth Management.

Michael is a graduate of Baldwin Wallace University with a Bachelor of Arts degree in Finance.

Away from the office, Michael enjoys traveling, playing golf, and boating around the islands of Lake Erie.

(330) 493-9300 x 204

Michael E. McGervey
Investing is my passion, and I love explaining all of it in terms that our clients can quickly grasp and understand.

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