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Michael M. Rundle, CFP®
Vice President & Portfolio Manager
As one of HVIA’s senior Portfolio Managers, with over 24 years in finance, Mike appreciates the “client first” environment.
“No one’s telling us to sell certain products. We have the ability to do what’s right for our clients and the freedom to work with them to help achieve their financial goals.”
Mike applies his broad financial background in helping individuals plan for their future as well as small businesses with asset management regarding their 401 (k), IRA’s and pension plans. His knowledge as a Certified Financial Planner qualifies him to help clients with their retirement planning, tax considerations and individual risk tolerances. Mike helps to develop and implement investment strategies at HVIA.
He enjoys that this is a people business and brings that same passion to the community as a volunteer with the Goshen Chamber of Commerce.
Mike resides in Orange County with his wife and two daughters.
State University of New York-College at Cortland
- Bachelor of Science (BS) Management Science and Economics – 1986
Certified Financial Planner – 2005
CFP Board’s Verify-A-CFP® Professional Search Tool
https://www.letsmakeaplan.org/
Hudson Valley Investment Advisors, Inc., 11/2012 – Present
- Vice President & Portfolio Manager
Hudson Valley Investment Advisors, LLC, 7/2006 – 11/2012
- Vice President & Portfolio Manager
Smith Barney, 2000 – 6/2006
- Second Vice President – Wealth Management
Merrill Lynch, 1997 – 2000
- Financial Consultant
- Financial Planning Association (FPA)
- Goshen Chamber of Commerce-Board Member
- Second Vice President – Hudson Valley Estate Planning Council
- Member of HVIA’s Investment Policy Committee
- Goshen GAW Committee