Speakers
Michael Serio CFA, CAIA
Chief Investment Strategist
Ashton Thomas Private Wealth
Mike serves as the Chief Investment Strategist for Ashton Thomas Private Wealth. He joined the firm in 2021 after serving as Regional Chief Investment Officer (CIO) at Wells Fargo Private Bank for more than seven years. Mike’s primary focus is ensuring consistent delivery of high-quality portfolio solutions to our advisors and their clients. Day-to-day, he oversees the firm’s third-party institutional investment research relationships, provides market and economic commentary, and performs investment due diligence functions. Mike also helps represent the firm in the media and professional associations, such as the CFA Society.