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Mark H

Series 63

Indian Wells, CA

M Premier Partners

Mark Hayek is a Series 63-licensed financial advisor with over 31 years of industry experience. He has worked at M Premier Partners since 2017 and has held positions at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. He also serves as a Successor Trustee in a non-investment-related capacity. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, and it is notable for its use of borrowing within separately managed accounts.

Wealth management Active portfolio management Passive / index investing
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Michael M

Series 66

Indian Wells, CA

M Premier Partners

Michael McConnell is a financial advisor with M Premier Partners in Indian Wells, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at M Premier Partners since 2017 and previously at Purshe Kaplan Sterling Investments and Integrated Wealth Management. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, utilizing a range of securities including stocks, bonds, ETFs, and mutual funds.

Wealth management Active portfolio management Passive / index investing
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