Turtair Capital Advisors
A Registered Investment Advisor - Independent & Objective
Turtair Capital Advisors is a fee-based Registered Investment Advisor (RIA) providing financial planning and consulting to high-net-worth families, business owners, not-for-profits and other successful people and organizations to help them achieve their long-term goals.
As a fee-based firm and being truly independent of Wall Street, we are able to provide conflict-free advice. We have access to the best-of-breed, third-party investment products and are able to deliver them to clients in an unbiased, low-cost manner. Most importantly, we are a fiduciary, so our clients' interests always come first.
Managing Principal - Mike Broderick, CPA, MBA
For several decades Mike has been helping business and individuals safeguard and grow their assets, and plan for their future.
Mike has more than 30 years of financial industry experience, including as a Managing Director with JPMorgan and as a CPA at PwC. He has an MBA in finance from Duke University - Fuqua School of Business and BBA in accounting from the University of Wisconsin - Madison.
Midwest based - global experience
Our History
Background on Firm
Mike has decades of global experience including in New York City, NY; Hong Kong, China; Chicago, IL; San Francisco, CA; and Indianapolis, IN. Before Turtair, he was a Managing Director with JPMorgan in both Investment Banking and Private Banking, and he also practiced public accounting in both Tax and Audit at PwC.
This experience has provided a broad yet deep background in wealth management, finance, accounting, tax and investment banking. It also highlighted to Mike the inherent conflicts and lack of transparency on Wall Street, especially when attempting to advise private clients, thus motivating him to create a conflict-free practice aligned in the interest of clients --- Turtair Capital Advisors.
