Powell Investment Advisors Welcomes Michael Baiter to the Firm
New Addition Strengthens the Firm’s Investment and Client Service Capabilities
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Powell Investment Advisors, an independent, SEC-registered investment advisory firm serving families, founders and executives, today announced that Michael Baiter has joined the firm as Client Relations and Operations Manager.
Baiter brings experience in portfolio operations and investment management to Powell Investment Advisors. Prior to joining the firm, he worked as a Portfolio Operations Analyst at ProShares, where he gained experience supporting portfolio management and investment operations as well as the Collateral team working with ETFs and mutual funds. He holds a degree in Finance from The Catholic University of America, where he was a member of the football team. In his new role, Baiter will support the firm’s client services and operational functions, helping ensure a high level of service for the firm and its clients.
“We are extremely excited to welcome Michael to Powell Investment Advisors,” said Jesse Wachs, Chief Investment Officer. “He brings strong investment experience, attention to detail and a thoughtful, team-oriented approach. Most importantly, he shares our commitment to doing what is right for our clients and their families.”
“Michael’s addition reflects the continued growth and evolution of our firm,” Wachs added. “As our clients’ financial lives become increasingly complex, we remain focused on investing in talented people who can help us deliver the high level of investment oversight, service and personal attention our clients expect from us. We believe Michael will be an important part of Powell Investment Advisors for many years to come.”
“I am excited to join Powell Investment Advisors and become part of a team known for its outstanding work and commitment to its clients,” said Baiter. “I look forward to contributing to the firm’s continued success and working with our clients to achieve their financial goals.”
About Powell Investment Advisors
Powell Investment Advisors is an independent, SEC-registered investment advisory firm serving a select group of families, founders and executives. The firm provides comprehensive wealth management and investment advisory services with a focus on disciplined portfolio construction, tax-aware strategy, risk management and long-term capital stewardship. Powell Investment Advisors invests across public and private markets and operates with a family office mindset, providing clients with direct partner involvement and customized advice.
For more information, visit www.powellinvestmentadvisors.com.
Investment advisory services are offered through Powell Investment Advisors, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260818842223/en/
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