Advisors at this firm
Jeffrey H
Series 63, Series 65
East Lansing, MI
ACE Management
Jeffrey Hollenbeck is a financial advisor with ACE Management in East Lansing, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Ryzome Investment Advisors, LLC before joining ACE Management in 2020. Outside of advising, he prepares tax returns for a small number of individual clients. ACE Management serves individual and high-net-worth clients as well as small business owners, offering ongoing investment advisory and portfolio management services with an emphasis on income-oriented portfolios and a non-discretionary management approach. The firm employs fundamental analysis and multi-year holding periods, utilizing a range of securities including equities, fixed income, hybrids, and derivatives.
Michael G
Series 63, Series 65
East Lansing, MI
ACE Management
Michael Green is a financial advisor at ACE Management in Lansing, MI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining ACE Management, he worked at Blue Water Asset Management and spent nearly two decades with the Michigan Department of Corrections. He is also a licensed insurance agent providing referrals in property casualty, annuities, and life insurance. ACE Management serves individual and high-net-worth clients as well as small business owners, offering investment advisory and portfolio management services with a focus on income-oriented portfolios and multi-year holding periods. The firm manages client accounts on a non-discretionary basis and incorporates a range of instruments, including derivatives, in its investment approach.
Steven C
CFP®, Series 66
East Lansing, MI
ACE Management
Steven Clisch is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with ACE Management and has previous experience at PNC Investments LLC, Equitable Advisors, and AXA Advisors, LLC. He is also involved in fee-based financial planning through his roles at Greenstone Financial Planning, LLC and Clisch Financial Planning, LLC. ACE Management serves individual and high-net-worth clients as well as small business owners, offering ongoing investment advisory and portfolio management services with a focus on income-oriented portfolios and a non-discretionary approach that includes the use of derivatives.
