Michael Heiser CFA®
VP, Senior Investment Strategist
Michael Heiser serves as Chief Investment Strategist, overseeing Evertern Wealth’s investment philosophy, portfolio construction, and asset allocation framework. He leads investment research and strategy across client portfolios, employing a disciplined combination of strategic and tactical asset allocation intended to manage risk and pursue clients’ long-term, after-tax objectives.
Michael works closely with advisors and clients to develop customized investment solutions that reflect individual risk tolerance, time horizon, liquidity needs, and long-term objectives. His approach emphasizes rigorous analysis, thoughtful diversification, and a consistent process across market environments.
Michael has more than 15 years of experience in the financial services industry. Earlier in his career, he worked as a derivatives portfolio manager in Chicago and later as a Senior Consultant at a global institutional wealth and asset management firm, advising on portfolio strategy and investment implementation. This institutional background informs his disciplined, risk-aware investment philosophy.
He earned a Bachelor of Science in Finance from Arizona State University’s W. P. Carey School of Business and is a CFA® Charterholder, focused on investment analysis, portfolio management, and ethical standards. Michael is a member of the CFA Institute and CFA Society Naples.
Michael lives in Naples, Florida, with his wife, Kristen, and their two sons. Outside of work, he enjoys golf, tennis, and fishing, and values time outdoors with his family.